+295.0%
PCAR vs SPXL
+1,146.6%
-851.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.9% | -1.5% | +1.3% |
| 7D | +2.2% | -3.8% | +6.0% | +3.0% |
| 30D | +0.3% | -8.8% | +9.1% | +2.6% |
| 3M | -17.9% | -7.4% | -10.5% | -16.6% |
| 6M | -3.4% | +1.8% | -5.2% | -5.0% |
| YTD | -0.1% | +23.6% | -23.7% | -7.8% |
| 1Y | +13.4% | +21.7% | -8.3% | +5.0% |
| 3Y | +37.2% | +232.4% | -195.2% | -10.1% |
| 5Y | +117.3% | +110.4% | +6.9% | +51.1% |
| 10Y | +295.0% | +1,140.4% | -845.4% | +5.9% |
| All | +295.0% | +1,146.6% | -851.6% | +5.9% |
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