+44.3%
UNP vs SPXL
+214.3%
-170.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +0.7% |
| 7D | -1.2% | -6.0% | +4.8% | 0.0% |
| 30D | -2.0% | -5.8% | +3.8% | -0.9% |
| 3M | +7.5% | +10.9% | -3.3% | +4.9% |
| 6M | +15.3% | +31.9% | -16.6% | +7.5% |
| YTD | +25.4% | +25.8% | -0.3% | +17.9% |
| 1Y | +35.6% | +39.8% | -4.2% | +23.9% |
| All | +44.3% | +214.3% | -170.0% | +3.4% |
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