+430.7%
SPXL vs NIO
-51.7%
+482.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.9% | +3.7% | -0.2% |
| 7D | +7.4% | -14.5% | +21.9% | +10.9% |
| 30D | -7.8% | -15.0% | +7.1% | -4.7% |
| 3M | -11.9% | -35.6% | +23.6% | -3.7% |
| 6M | -1.7% | -55.7% | +53.9% | +15.5% |
| YTD | +20.8% | -43.1% | +63.9% | +33.6% |
| 1Y | +25.0% | -53.5% | +78.5% | +43.8% |
| 3Y | +226.1% | -59.8% | +286.0% | +255.7% |
| 5Y | +101.1% | -93.2% | +194.3% | +186.0% |
| All | +430.7% | -51.7% | +482.4% | +407.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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