+980.0%
SMCI vs SPXL
+141.8%
+838.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.4% | +4.9% | +5.6% |
| 7D | +1.3% | -2.5% | +3.8% | +3.2% |
| 30D | +6.6% | -4.2% | +10.8% | +10.0% |
| 3M | +25.4% | +8.1% | +17.3% | +19.2% |
| 6M | +26.1% | +35.6% | -9.5% | +7.2% |
| YTD | +37.0% | +28.8% | +8.2% | +20.6% |
| 1Y | -8.8% | +39.8% | -48.6% | -23.5% |
| 3Y | +44.6% | +221.4% | -176.8% | -24.5% |
| All | +980.0% | +141.8% | +838.2% | +522.3% |
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 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