+1,144.9%
STX vs SPXL
+140.3%
+1,004.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.7% | +8.2% | +7.3% |
| 7D | +10.7% | +1.5% | +9.3% | +9.8% |
| 30D | +11.3% | -3.7% | +14.9% | +13.1% |
| 3M | +3.2% | +8.1% | -4.9% | -0.5% |
| 6M | +157.0% | +39.0% | +117.9% | +121.1% |
| YTD | +229.2% | +29.9% | +199.3% | +192.4% |
| 1Y | +381.8% | +46.6% | +335.2% | +306.9% |
| 3Y | +1,383.2% | +230.5% | +1,152.7% | +748.5% |
| 5Y | +1,144.9% | +140.2% | +1,004.7% | +642.1% |
| All | +1,144.9% | +140.3% | +1,004.5% | +642.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXL.
Daily Out/Under-Performance
Portfolio return minus SPXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXL 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 SPXL 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