+145.2%
SPXL vs PTEN
+87.9%
+57.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.6% |
| 7D | -2.5% | +3.5% | -6.0% | -3.7% |
| 30D | -4.2% | +17.5% | -21.8% | -9.9% |
| 3M | +8.1% | +12.7% | -4.6% | +1.7% |
| 6M | +35.6% | +33.1% | +2.5% | +16.1% |
| YTD | +28.8% | +116.4% | -87.6% | -10.4% |
| 1Y | +39.8% | +141.2% | -101.3% | -8.3% |
| 3Y | +221.4% | -3.8% | +225.2% | +185.4% |
| All | +145.2% | +87.9% | +57.4% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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