+2,824.2%
XLK vs SPXL
+7,537.4%
-4,713.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +0.4% |
| 7D | +0.2% | -2.5% | +2.7% | +1.2% |
| 30D | -0.6% | -4.2% | +3.6% | +1.0% |
| 3M | +2.6% | +8.1% | -5.6% | -0.5% |
| 6M | +34.0% | +35.6% | -1.6% | +19.1% |
| YTD | +30.7% | +28.8% | +1.9% | +18.3% |
| 1Y | +39.2% | +39.8% | -0.6% | +22.0% |
| 3Y | +120.4% | +221.4% | -101.0% | +37.3% |
| 5Y | +148.8% | +146.9% | +1.9% | +60.0% |
| 10Y | +803.3% | +1,255.8% | -452.5% | +179.7% |
| All | +2,824.2% | +7,537.4% | -4,713.2% | +292.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling