+149.7%
XBI vs SPXL
+1,271.9%
-1,122.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.4% | -2.8% | -1.3% |
| 7D | -4.6% | -2.5% | -2.1% | -3.7% |
| 30D | -2.0% | -4.2% | +2.2% | -0.5% |
| 3M | +17.8% | +8.1% | +9.7% | +13.7% |
| 6M | +23.7% | +35.6% | -11.9% | +9.2% |
| YTD | +28.2% | +28.8% | -0.6% | +15.0% |
| 1Y | +64.0% | +39.8% | +24.1% | +41.8% |
| 3Y | +99.4% | +221.4% | -122.0% | +18.7% |
| 5Y | +19.3% | +146.9% | -127.6% | -26.9% |
| All | +149.7% | +1,271.9% | -1,122.2% | -43.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling