+1,199.1%
SPXL vs APTV
-16.1%
+1,215.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.8% | +2.7% |
| 7D | -2.5% | -5.0% | +2.5% | +1.2% |
| 30D | -4.2% | -6.1% | +1.8% | 0.0% |
| 3M | +8.1% | -33.0% | +41.1% | +42.7% |
| 6M | +35.6% | -35.2% | +70.8% | +78.5% |
| YTD | +28.8% | -40.1% | +69.0% | +78.0% |
| 1Y | +39.8% | -45.6% | +85.4% | +108.4% |
| 3Y | +221.4% | -54.4% | +275.7% | +416.2% |
| 5Y | +146.9% | -68.9% | +215.8% | +458.4% |
| All | +1,199.1% | -16.1% | +1,215.2% | +1,607.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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