+8,623.5%
SPXL vs MKC
+355.1%
+8,268.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.3% | -1.3% |
| 7D | +1.5% | -4.3% | +5.8% | +6.4% |
| 30D | -3.7% | -2.0% | -1.7% | -2.1% |
| 3M | +8.1% | +10.0% | -1.9% | -6.2% |
| 6M | +39.0% | -18.5% | +57.6% | +65.0% |
| YTD | +29.9% | -22.4% | +52.4% | +57.8% |
| 1Y | +46.6% | -23.6% | +70.2% | +77.0% |
| 3Y | +230.5% | -30.4% | +261.0% | +309.7% |
| 5Y | +140.2% | -34.2% | +174.4% | +203.4% |
| 10Y | +1,168.8% | +26.8% | +1,141.9% | +443.5% |
| All | +8,623.5% | +355.1% | +8,268.3% | +204.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 all: compounded portfolio wealth divided by compounded MKC 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…
all analysis · Full analysis span regression · 6 months rolling