+115.3%
SPOT vs SPXL
+141.8%
-26.6%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.7% | -0.3% |
| 7D | -3.1% | -2.5% | -0.5% | -2.0% |
| 30D | +7.4% | -4.2% | +11.6% | +9.3% |
| 3M | +8.2% | +8.1% | +0.1% | +3.3% |
| 6M | +2.2% | +35.6% | -33.4% | -13.5% |
| YTD | -9.5% | +28.8% | -38.3% | -21.9% |
| 1Y | -23.8% | +39.8% | -63.7% | -37.5% |
| 3Y | +233.5% | +221.4% | +12.1% | +63.2% |
| All | +115.3% | +141.8% | -26.6% | +14.9% |
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 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