+67.1%
V vs SPXL
+140.3%
-73.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -1.3% |
| 7D | -1.1% | +1.5% | -2.5% | -1.5% |
| 30D | +1.9% | -3.7% | +5.6% | +2.9% |
| 3M | +15.5% | +8.1% | +7.4% | +12.4% |
| 6M | +16.6% | +39.0% | -22.4% | +4.7% |
| YTD | +5.7% | +29.9% | -24.2% | -3.4% |
| 1Y | +8.6% | +46.6% | -38.0% | -4.8% |
| 3Y | +52.5% | +230.5% | -178.0% | -1.4% |
| 5Y | +67.1% | +140.2% | -73.0% | +10.9% |
| All | +67.1% | +140.3% | -73.2% | +10.9% |
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