+136.8%
XLP vs SPXL
+1,146.6%
-1,009.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.9% | -3.4% | -0.2% |
| 7D | -0.5% | -3.8% | +3.2% | -0.1% |
| 30D | +8.3% | -8.8% | +17.1% | +9.7% |
| 3M | +8.7% | -7.4% | +16.1% | +9.6% |
| 6M | +11.2% | +1.8% | +9.4% | +9.6% |
| YTD | +20.0% | +23.6% | -3.6% | +13.5% |
| 1Y | +21.3% | +21.7% | -0.4% | +14.9% |
| 3Y | +43.8% | +232.4% | -188.6% | +6.7% |
| 5Y | +43.3% | +110.4% | -67.1% | +10.1% |
| 10Y | +136.8% | +1,140.4% | -1,003.6% | +4.8% |
| All | +136.8% | +1,146.6% | -1,009.8% | +4.8% |
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