+54.3%
UNP vs SPXL
+228.0%
-173.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.3% |
| 7D | +4.2% | +7.4% | -3.2% | +2.8% |
| 30D | +5.6% | -7.8% | +13.4% | +6.9% |
| 3M | +2.0% | -11.9% | +14.0% | +4.0% |
| 6M | +15.4% | -1.7% | +17.1% | +14.5% |
| YTD | +32.7% | +20.8% | +11.9% | +25.1% |
| 1Y | +39.4% | +25.0% | +14.4% | +30.2% |
| 3Y | +54.3% | +226.1% | -171.8% | +4.4% |
| All | +54.3% | +228.0% | -173.7% | +4.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling