+363.4%
ORCL vs SPXL
+1,166.6%
-803.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.0% | +3.0% |
| 7D | +15.0% | +1.5% | +13.5% | +14.4% |
| 30D | +10.5% | -3.7% | +14.2% | +12.2% |
| 3M | -23.0% | +8.1% | -31.1% | -25.0% |
| 6M | +7.0% | +39.0% | -32.1% | -4.5% |
| YTD | -15.8% | +29.9% | -45.8% | -23.1% |
| 1Y | -31.1% | +46.6% | -77.7% | -39.7% |
| 3Y | +33.3% | +230.5% | -197.2% | -12.7% |
| 5Y | +94.3% | +140.2% | -45.8% | +30.8% |
| 10Y | +363.4% | +1,168.8% | -805.4% | +51.4% |
| All | +363.4% | +1,166.6% | -803.2% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXL.
Daily Out/Under-Performance
Portfolio return minus SPXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SPXL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling