+1,199.1%
SPXL vs EVRG
+113.9%
+1,085.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.1% | +2.1% |
| 7D | -2.5% | +0.1% | -2.6% | -2.7% |
| 30D | -4.2% | -1.2% | -3.0% | -3.2% |
| 3M | +8.1% | -0.6% | +8.7% | +7.8% |
| 6M | +35.6% | +2.4% | +33.2% | +29.6% |
| YTD | +28.8% | +15.5% | +13.3% | +6.6% |
| 1Y | +39.8% | +16.8% | +23.0% | +13.6% |
| 3Y | +221.4% | +75.0% | +146.4% | +58.4% |
| 5Y | +146.9% | +49.3% | +97.6% | +50.3% |
| All | +1,199.1% | +113.9% | +1,085.1% | +565.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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