+12,297.6%
AAPL vs SPXS
-100.0%
+12,397.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.8% | -2.0% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +3.0% | +0.8% | +2.1% | +3.4% |
| 3M | +2.9% | -4.7% | +7.6% | +1.7% |
| 6M | +22.1% | -29.6% | +51.7% | +9.3% |
| YTD | +18.0% | -29.8% | +47.8% | +6.0% |
| 1Y | +33.9% | -38.9% | +72.9% | +15.3% |
| 3Y | +71.2% | -79.6% | +150.8% | +11.6% |
| 5Y | +112.6% | -85.9% | +198.5% | +45.5% |
| 10Y | +1,198.8% | -99.5% | +1,298.3% | +323.5% |
| All | +12,297.6% | -100.0% | +12,397.6% | +1,182.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling