+140.2%
SPXL vs NIO
-90.3%
+230.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | +1.5% | -6.7% | +8.1% | +3.4% |
| 30D | -3.7% | -20.0% | +16.4% | +2.3% |
| 3M | +8.1% | -30.5% | +38.6% | +19.1% |
| 6M | +39.0% | -20.7% | +59.8% | +45.6% |
| YTD | +29.9% | -25.7% | +55.6% | +37.9% |
| 1Y | +46.6% | -38.6% | +85.2% | +62.2% |
| 3Y | +230.5% | -62.3% | +292.8% | +279.0% |
| 5Y | +140.2% | -90.1% | +230.2% | +283.8% |
| All | +140.2% | -90.3% | +230.5% | +283.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling