+123.9%
SBUX vs SPXL
+1,271.9%
-1,148.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -1.3% |
| 7D | -5.5% | -2.5% | -2.9% | -4.7% |
| 30D | -8.5% | -4.2% | -4.2% | -7.2% |
| 3M | -2.9% | +8.1% | -11.0% | -6.1% |
| 6M | -1.5% | +35.6% | -37.1% | -12.5% |
| YTD | +19.4% | +28.8% | -9.4% | +7.6% |
| 1Y | +22.9% | +39.8% | -16.9% | +7.2% |
| 3Y | +11.3% | +221.4% | -210.1% | -30.8% |
| 5Y | -6.9% | +146.9% | -153.8% | -41.3% |
| All | +123.9% | +1,271.9% | -1,148.0% | -31.5% |
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 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