+84.5%
AAPL vs SPXS
-79.1%
+163.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.9% | +1.7% | +4.2% |
| 7D | -0.5% | +6.4% | -6.9% | +1.7% |
| 30D | +7.1% | +6.0% | +1.1% | +9.4% |
| 3M | +12.1% | -11.6% | +23.7% | +7.6% |
| 6M | +25.4% | -28.7% | +54.1% | +12.1% |
| YTD | +20.5% | -26.3% | +46.7% | +9.7% |
| 1Y | +44.5% | -34.9% | +79.5% | +26.4% |
| All | +84.5% | -79.1% | +163.6% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 3y: compounded portfolio wealth divided by compounded SPXS 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…
3y analysis · Full analysis span regression · 6 months rolling