+1,168.3%
SPXL vs BEN
+56.7%
+1,111.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -0.4% |
| 7D | -6.0% | +0.3% | -6.3% | -6.5% |
| 30D | -5.8% | +0.9% | -6.7% | -6.9% |
| 3M | +10.9% | +9.2% | +1.7% | +0.5% |
| 6M | +31.9% | +36.8% | -4.9% | -6.1% |
| YTD | +25.8% | +44.4% | -18.6% | -16.0% |
| 1Y | +39.8% | +45.8% | -6.1% | -8.2% |
| 3Y | +219.9% | +52.5% | +167.3% | +90.6% |
| 5Y | +141.1% | +37.7% | +103.4% | +68.4% |
| All | +1,168.3% | +56.7% | +1,111.6% | +666.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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