+638.0%
XYZ vs SPXL
+1,179.5%
-541.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +7.0% | -3.4% | -0.9% |
| 7D | +14.9% | -0.9% | +15.8% | +15.1% |
| 30D | +14.7% | -11.4% | +26.1% | +23.1% |
| 3M | +12.1% | -10.8% | +22.9% | +19.8% |
| 6M | +18.3% | -0.3% | +18.6% | +16.4% |
| YTD | +36.1% | +20.3% | +15.7% | +18.0% |
| 1Y | +35.3% | +24.7% | +10.6% | +14.2% |
| 3Y | +73.5% | +238.6% | -165.1% | -28.2% |
| 5Y | -61.6% | +100.0% | -161.6% | -77.9% |
| 10Y | +638.0% | +1,108.4% | -470.4% | +19.9% |
| All | +638.0% | +1,179.5% | -541.5% | +19.9% |
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