+163.4%
XOP vs SPXL
+132.3%
+31.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.1% | +0.8% |
| 7D | +1.6% | -6.0% | +7.6% | +3.4% |
| 30D | +9.6% | -5.8% | +15.4% | +11.3% |
| 3M | +16.9% | +10.9% | +6.1% | +12.4% |
| 6M | +24.0% | +31.9% | -7.9% | +11.4% |
| YTD | +56.2% | +25.8% | +30.4% | +41.8% |
| 1Y | +51.8% | +39.8% | +12.0% | +32.4% |
| 3Y | +37.0% | +219.9% | -182.9% | -13.7% |
| 5Y | +163.4% | +141.1% | +22.3% | +73.0% |
| All | +163.4% | +132.3% | +31.0% | +73.0% |
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