+376.2%
SU vs SPXL
+7,356.5%
-6,980.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.6% |
| 7D | +1.7% | -6.0% | +7.7% | +4.1% |
| 30D | +9.6% | -5.8% | +15.4% | +12.0% |
| 3M | +11.7% | +10.9% | +0.9% | +5.9% |
| 6M | +21.9% | +31.9% | -10.0% | +5.8% |
| YTD | +58.6% | +25.8% | +32.9% | +39.6% |
| 1Y | +66.5% | +39.8% | +26.8% | +39.1% |
| 3Y | +121.4% | +219.9% | -98.4% | +20.0% |
| 5Y | +355.7% | +141.1% | +214.6% | +145.6% |
| 10Y | +264.2% | +1,223.7% | -959.5% | -30.0% |
| All | +376.2% | +7,356.5% | -6,980.4% | -74.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling