+46.0%
SWKS vs SPXL
+1,146.6%
-1,100.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +3.9% | +2.1% | +4.0% |
| 7D | +5.7% | -3.8% | +9.5% | +7.0% |
| 30D | +17.3% | -8.8% | +26.1% | +21.6% |
| 3M | +28.3% | -7.4% | +35.7% | +31.5% |
| 6M | +26.1% | +1.8% | +24.3% | +23.3% |
| YTD | +41.1% | +23.6% | +17.5% | +23.5% |
| 1Y | +31.4% | +21.7% | +9.7% | +15.7% |
| 3Y | +7.3% | +232.4% | -225.1% | -44.8% |
| 5Y | -37.7% | +110.4% | -148.1% | -63.3% |
| 10Y | +46.0% | +1,140.4% | -1,094.3% | -73.4% |
| All | +46.0% | +1,146.6% | -1,100.5% | -73.4% |
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