+1,199.1%
SPXL vs WEC
+146.6%
+1,052.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | -2.5% | -0.6% | -2.0% | -2.0% |
| 30D | -4.2% | -2.6% | -1.6% | -2.1% |
| 3M | +8.1% | -6.0% | +14.1% | +13.4% |
| 6M | +35.6% | -5.4% | +41.0% | +40.0% |
| YTD | +28.8% | +2.5% | +26.3% | +22.6% |
| 1Y | +39.8% | -0.7% | +40.5% | +36.3% |
| 3Y | +221.4% | +38.7% | +182.7% | +115.1% |
| 5Y | +146.9% | +31.7% | +115.3% | +76.1% |
| All | +1,199.1% | +146.6% | +1,052.5% | +627.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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