Leverage Charting

Enter up to 5 stock ticker symbols and a time interval to see a chart of the stocks' performance over time.


Leveraged investing is easy to do and hard to stick with when it drops big. Not a beginner investment! Please do a lot of research before investing in anything leveraged.

Bug / Future Feature List:

  1. DO NOT USE THIS DATA TO MAKE INVESTMENT DECISIONS!! PAGE UNDER ACTIVE CHANGES
  2. Invalid tickers don't show an error, webpage will just not work
  3. Percentage chart in Log mode looks drawn odd
  4. Fed Fund Rate switch to monthly averages instead of yearly

How To Use:

Leverage Charting (Leverage Backtesting) is a comprehensive tool designed for simulating and visualizing the performance of both leveraged and non-leveraged investments over time. First of its kind that allows you to synthetically create or recreate leverage investments to backtest past their creation date. It allows you to compare different stock tickers, customize leveraging options, and choose various time intervals for detailed analysis. This tool is continuously updated to improve accuracy and add new features. Visitors are encouraged to provide feedback and report any issues encountered.

  1. Ticker: Enter the ticker symbol for the ETF, stock, etc.
  2. Leverage: If you want leverage, check the leverage box and select a leverage level ranging from -5x to +5x.
  3. Fees%: Enter the fee amount. Most ETFs have fees that reduce performance. Leveraged ETFs typically have around a 1% fee.
  4. Fed Fund%: This option considers the average annual Federal Reserve Fund rate/fee the funds have to pay (data downloaded from https://www.federalreserve.gov/datadownload). Leveraged ETFs borrow money to provide leverage, and we use data that is sourced from the Fed's website. This option will further reduce performance since borrowing incurs costs.
    • When Fed Fund is checked, a hard-coded 0.65% is added on top of the Fed Fund rates since banks rarely charge at Fed Fund rates. Every ETF is different and to add more cost increase the Fee%.
  5. Circuit Breaker: The Fed has market circuit breakers that halt trading when the market falls 20% or more. This option simulates this action. It is useful for backtesting, as it helps to see the difference circuit breakers make, especially since they are a relatively new mechanism.
  6. Select Your Time Period: Choose the desired time period for the analysis.
  7. Click Submit: Click the submit button to generate the chart.
  8. Source Data: Yahoo Finance, Adjusted Close Stock Price
Read more about: Why You Should Maybe Invest in Leveraged ETFs
Read more about: Dangers of Leveraged Investing
Read more about: How We Did the Calculations







* DCA is working but both Yearly Charts may not be correct with DCA. Looking into it.


*SMA only draws on Stock Price chart


Use below once Submit is clicked


Ticker Current Investment Current % Current Price Max Investment Min Investment Max % Min % Max Price Min Price Standard Deviation CAGR (Annualized Returns) Start Date End Date Total Invested
Dev Status:

Note: The Leverage Comparison Chart will be blank unless the same ticker unleveraged and leveraged is used.

Example: QQQ and QQQ 3x will show data. But QQQ and AAPL will not show data.

Scroll down for more charts.


Date and Time Ticker Opening Price Closing Price Adjusted Closing Price Daily Percentage Change Daily Adjusted Percentage Change

Version 0.89 Updates: Version 0.88.2 Updates: Version 0.87 Updates: Version 0.86 Updates: Version 0.85 Updates:


Disclaimer

The data provided on this page is for informational purposes only and is not intended for trading purposes or advice. It is provided on a best-efforts basis and we do not guarantee the accuracy, completeness, timeliness, or correct sequencing of the data.

This site and its owners shall not be liable for any errors or delays in the content, or for any actions taken based on the content.

Please be aware that investing in financial markets and securities involves risk. Past performance of these investments is not indicative of their future performance. Investments can lose value and investors can lose the entire amount of their investment. Before investing, please carefully consider your financial situation and risk tolerance to determine if the investment aligns with your financial goals. Seek advice from a professional financial advisor if you have any doubts. This information is provided 'as is' and solely for informational purposes, not for investment purposes or advice. This information is not an offer to sell or a solicitation to buy any security.