+8,010.4%
SPXL vs WEC
+911.1%
+7,099.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -2.3% |
| 7D | +7.4% | +2.3% | +5.1% | +4.7% |
| 30D | -7.8% | +11.1% | -18.9% | -19.2% |
| 3M | -11.9% | +8.4% | -20.4% | -21.0% |
| 6M | -1.7% | +7.5% | -9.2% | -12.3% |
| YTD | +20.8% | +15.3% | +5.5% | -2.5% |
| 1Y | +25.0% | +9.7% | +15.3% | +6.9% |
| 3Y | +226.1% | +64.7% | +161.5% | +56.3% |
| 5Y | +101.1% | +57.3% | +43.8% | +1.6% |
| 10Y | +1,112.6% | +195.9% | +916.7% | +122.9% |
| All | +8,010.4% | +911.1% | +7,099.3% | +6.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling