+181.3%
XLE vs SPXL
+1,177.5%
-996.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.3% | +1.3% |
| 7D | +0.3% | -1.3% | +1.6% | +0.7% |
| 30D | +8.5% | -5.0% | +13.5% | +10.1% |
| 3M | +14.6% | +7.6% | +7.0% | +10.8% |
| 6M | +17.6% | +33.6% | -16.0% | +4.4% |
| YTD | +48.1% | +28.1% | +20.0% | +32.7% |
| 1Y | +53.8% | +43.6% | +10.2% | +31.7% |
| 3Y | +56.2% | +225.8% | -169.6% | -6.0% |
| 5Y | +227.7% | +140.1% | +87.7% | +98.1% |
| 10Y | +181.3% | +1,248.4% | -1,067.1% | -27.8% |
| All | +181.3% | +1,177.5% | -996.2% | -27.8% |
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