+452.4%
SPXL vs NIO
-40.3%
+492.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -1.2% |
| 7D | -6.0% | -7.3% | +1.3% | -4.5% |
| 30D | -5.8% | -22.5% | +16.7% | -0.8% |
| 3M | +10.9% | -30.9% | +41.7% | +19.3% |
| 6M | +31.9% | -37.2% | +69.1% | +43.8% |
| YTD | +25.8% | -29.8% | +55.6% | +33.2% |
| 1Y | +39.8% | -37.4% | +77.2% | +50.5% |
| 3Y | +219.9% | -64.3% | +284.2% | +256.0% |
| 5Y | +141.1% | -90.6% | +231.7% | +222.1% |
| All | +452.4% | -40.3% | +492.8% | +405.4% |
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