+614.6%
VLO vs SPXL
+137.2%
+477.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +1.9% |
| 7D | +6.2% | -1.3% | +7.5% | +6.5% |
| 30D | +23.5% | -5.0% | +28.5% | +24.8% |
| 3M | +53.9% | +7.6% | +46.3% | +50.6% |
| 6M | +81.7% | +33.6% | +48.1% | +67.5% |
| YTD | +142.5% | +28.1% | +114.4% | +125.2% |
| 1Y | +145.4% | +43.6% | +101.8% | +120.6% |
| 3Y | +197.3% | +225.8% | -28.5% | +111.9% |
| 5Y | +614.6% | +140.1% | +474.5% | +417.0% |
| All | +614.6% | +137.2% | +477.4% | +417.0% |
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