+6,224.9%
SMCI vs SPXL
+7,356.5%
-1,131.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.8% | -2.1% | -3.1% |
| 7D | -1.3% | -6.0% | +4.7% | +1.7% |
| 30D | +18.3% | -5.8% | +24.1% | +21.9% |
| 3M | +27.7% | +10.9% | +16.9% | +21.9% |
| 6M | +17.6% | +31.9% | -14.3% | +6.3% |
| YTD | +27.7% | +25.8% | +2.0% | +18.4% |
| 1Y | -14.9% | +39.8% | -54.6% | -24.6% |
| 3Y | +33.2% | +219.9% | -186.7% | -17.3% |
| 5Y | +921.6% | +141.1% | +780.5% | +568.6% |
| 10Y | +1,672.4% | +1,223.7% | +448.7% | +337.4% |
| All | +6,224.9% | +7,356.5% | -1,131.7% | +422.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling