+13.8%
ORCL vs SPXL
+228.0%
-214.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -0.7% |
| 7D | +8.0% | +7.4% | +0.5% | +3.8% |
| 30D | -4.0% | -7.8% | +3.8% | +0.3% |
| 3M | -19.5% | -11.9% | -7.5% | -13.5% |
| 6M | -33.5% | -1.7% | -31.7% | -32.4% |
| YTD | -34.8% | +20.8% | -55.6% | -40.6% |
| 1Y | -41.6% | +25.0% | -66.6% | -47.7% |
| 3Y | +13.8% | +226.1% | -212.4% | -34.3% |
| All | +13.8% | +228.0% | -214.3% | -34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling