+224.5%
USO vs SPXL
+132.3%
+92.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.8% | +7.4% | +5.7% |
| 7D | +11.5% | -6.0% | +17.5% | +11.8% |
| 30D | +24.1% | -5.8% | +29.9% | +24.5% |
| 3M | +17.9% | +10.9% | +7.1% | +16.8% |
| 6M | +49.6% | +31.9% | +17.7% | +45.6% |
| YTD | +129.0% | +25.8% | +103.3% | +123.6% |
| 1Y | +112.0% | +39.8% | +72.2% | +104.1% |
| 3Y | +102.3% | +219.9% | -117.6% | +72.6% |
| 5Y | +224.5% | +141.1% | +83.5% | +187.6% |
| All | +224.5% | +132.3% | +92.2% | +187.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling