+476.4%
BHP vs SPXS
-99.6%
+576.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | -1.1% |
| 7D | -3.6% | +2.5% | -6.1% | -2.7% |
| 30D | -1.2% | +4.2% | -5.4% | +0.3% |
| 3M | +1.2% | -9.3% | +10.5% | -1.4% |
| 6M | +21.4% | -30.7% | +52.1% | +9.8% |
| YTD | +50.4% | -28.1% | +78.5% | +38.7% |
| 1Y | +67.5% | -35.1% | +102.6% | +50.4% |
| 3Y | +72.8% | -79.6% | +152.4% | +14.3% |
| 5Y | +112.6% | -86.3% | +198.9% | +41.9% |
| All | +476.4% | -99.6% | +576.0% | +40.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling