+45.9%
VALE vs SPXL
+221.9%
-176.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.8% | -1.0% |
| 7D | -0.3% | -2.5% | +2.3% | +0.4% |
| 30D | +8.6% | -4.2% | +12.9% | +9.8% |
| 3M | +2.0% | +8.1% | -6.1% | -0.7% |
| 6M | +2.1% | +35.6% | -33.5% | -7.0% |
| YTD | +20.2% | +28.8% | -8.6% | +10.8% |
| 1Y | +55.2% | +39.8% | +15.3% | +39.5% |
| 3Y | +45.9% | +221.4% | -175.5% | -5.5% |
| All | +45.9% | +221.9% | -176.1% | -5.5% |
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