+251.0%
SPOT vs SPXL
+664.0%
-413.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.4% | -0.6% |
| 7D | -6.5% | -1.3% | -5.2% | -6.1% |
| 30D | +2.2% | -5.0% | +7.2% | +4.0% |
| 3M | +5.4% | +7.6% | -2.2% | +1.6% |
| 6M | -4.0% | +33.6% | -37.6% | -15.3% |
| YTD | -9.9% | +28.1% | -38.0% | -19.6% |
| 1Y | -27.3% | +43.6% | -70.9% | -38.2% |
| 3Y | +236.4% | +225.8% | +10.6% | +100.2% |
| 5Y | +112.6% | +140.1% | -27.5% | +34.1% |
| All | +251.0% | +664.0% | -413.0% | +47.8% |
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