+44.9%
C vs FOXA
+9.1%
+35.8%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | 0.0% |
| 7D | +3.6% | -4.0% | +7.6% | +4.0% |
| 30D | +0.1% | +12.0% | -11.9% | -0.9% |
| 3M | +2.4% | +0.3% | +2.2% | +3.1% |
| 6M | +24.9% | +12.5% | +12.5% | +21.8% |
| YTD | +19.8% | -9.6% | +29.4% | +23.0% |
| 1Y | +44.9% | +8.6% | +36.3% | +42.0% |
| All | +44.9% | +9.1% | +35.8% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 1y: compounded portfolio wealth divided by compounded FOXA 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…
1y analysis · Full analysis span regression · 6 months rolling