+7.8%
DXCM vs SPXU
-38.2%
+46.0%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.7% | -5.5% | -3.5% |
| 7D | -6.2% | -1.5% | -4.8% | -6.5% |
| 30D | -0.3% | +3.7% | -4.0% | +0.6% |
| 3M | +10.3% | -9.6% | +19.9% | +8.4% |
| 6M | +24.1% | -32.4% | +56.5% | +13.0% |
| YTD | +27.4% | -28.7% | +56.0% | +17.8% |
| All | +7.8% | -38.2% | +46.0% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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