+1,125.7%
SPXL vs CCEP
+336.4%
+789.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.3% |
| 7D | +9.6% | -0.3% | +9.9% | +9.9% |
| 30D | -9.8% | +11.0% | -20.7% | -19.5% |
| 3M | -9.1% | +9.2% | -18.3% | -18.1% |
| 6M | +1.1% | +27.2% | -26.1% | -23.5% |
| YTD | +22.3% | +30.3% | -8.0% | -10.9% |
| 1Y | +20.3% | +28.7% | -8.4% | -11.4% |
| 3Y | +229.0% | +109.4% | +119.6% | +36.4% |
| 5Y | +103.6% | +144.1% | -40.5% | -26.6% |
| All | +1,125.7% | +336.4% | +789.2% | +243.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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