+238.8%
RCL vs SPXL
+140.3%
+98.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.7% |
| 7D | -0.5% | +1.5% | -1.9% | -1.3% |
| 30D | -17.3% | -3.7% | -13.7% | -15.7% |
| 3M | -2.8% | +8.1% | -10.9% | -7.5% |
| 6M | -4.4% | +39.0% | -43.4% | -20.9% |
| YTD | -4.2% | +29.9% | -34.1% | -18.0% |
| 1Y | -23.4% | +46.6% | -70.0% | -39.3% |
| 3Y | +179.4% | +230.5% | -51.1% | +32.6% |
| 5Y | +238.8% | +140.2% | +98.6% | +77.5% |
| All | +238.8% | +140.3% | +98.4% | +77.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling