+1,199.1%
SPXL vs DLTR
+45.3%
+1,153.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.6% |
| 7D | -2.5% | -10.1% | +7.5% | +2.7% |
| 30D | -4.2% | -8.1% | +3.9% | -0.5% |
| 3M | +8.1% | +2.9% | +5.3% | +5.3% |
| 6M | +35.6% | +4.3% | +31.3% | +28.8% |
| YTD | +28.8% | -3.9% | +32.7% | +26.9% |
| 1Y | +39.8% | +18.9% | +20.9% | +21.7% |
| 3Y | +221.4% | +1.9% | +219.5% | +180.8% |
| 5Y | +146.9% | +31.0% | +115.9% | +72.1% |
| All | +1,199.1% | +45.3% | +1,153.8% | +737.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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