+140.1%
SPXL vs ONTO
+268.0%
-127.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.5% | -0.9% |
| 7D | -1.3% | +9.4% | -10.7% | -6.1% |
| 30D | -5.0% | -4.4% | -0.5% | -4.5% |
| 3M | +7.6% | +1.6% | +6.0% | -1.0% |
| 6M | +33.6% | +45.3% | -11.7% | -2.2% |
| YTD | +28.1% | +76.4% | -48.3% | -17.8% |
| 1Y | +43.6% | +167.2% | -123.5% | -29.9% |
| 3Y | +225.8% | +116.6% | +109.3% | +42.4% |
| 5Y | +140.1% | +263.7% | -123.7% | -36.0% |
| All | +140.1% | +268.0% | -127.9% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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