+8,499.7%
SPXL vs PTEN
+36.4%
+8,463.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.6% | -2.5% |
| 7D | -1.3% | -1.7% | +0.4% | -0.7% |
| 30D | -5.0% | +18.6% | -23.6% | -13.3% |
| 3M | +7.6% | +12.5% | -4.9% | -2.1% |
| 6M | +33.6% | +41.9% | -8.3% | +4.2% |
| YTD | +28.1% | +117.8% | -89.7% | -20.5% |
| 1Y | +43.6% | +145.3% | -101.7% | -17.6% |
| 3Y | +225.8% | -2.8% | +228.6% | +180.4% |
| 5Y | +140.1% | +93.4% | +46.7% | +23.2% |
| 10Y | +1,248.4% | -16.6% | +1,265.0% | +533.2% |
| All | +8,499.7% | +36.4% | +8,463.2% | +1,452.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling