+110.4%
SPXL price history and return analytics
+59.8%
+50.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.1% | +2.7% | +0.4% |
| 7D | -3.8% | -0.7% | -3.1% | -0.9% |
| 30D | -8.8% | -1.7% | -7.1% | -2.6% |
| 3M | -7.4% | -2.3% | -5.1% | +0.9% |
| 6M | +1.8% | +1.5% | +0.2% | -0.3% |
| YTD | +23.6% | +12.0% | +11.5% | -9.3% |
| 1Y | +21.7% | +12.9% | +8.8% | -12.2% |
| 3Y | +232.4% | +74.9% | +157.5% | -28.6% |
| 5Y | +110.4% | +59.9% | +50.5% | -24.6% |
| All | +110.4% | +59.8% | +50.6% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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