+32.4%
SWKS vs SPXL
+1,179.5%
-1,147.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.0% | -6.2% | -2.7% |
| 7D | -2.7% | -0.9% | -1.9% | -3.2% |
| 30D | +8.5% | -11.4% | +19.9% | +14.0% |
| 3M | +17.3% | -10.8% | +28.1% | +22.4% |
| 6M | +25.1% | -0.3% | +25.4% | +23.5% |
| YTD | +33.3% | +20.3% | +13.0% | +18.3% |
| 1Y | +22.9% | +24.7% | -1.8% | +6.7% |
| 3Y | +5.5% | +238.6% | -233.0% | -46.2% |
| 5Y | -41.9% | +100.0% | -141.8% | -64.9% |
| 10Y | +32.4% | +1,108.4% | -1,076.0% | -76.2% |
| All | +32.4% | +1,179.5% | -1,147.1% | -76.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling