+153.4%
FDX vs SPXS
-99.5%
+252.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | +0.6% |
| 7D | +0.5% | +0.4% | 0.0% | +1.2% |
| 30D | +9.5% | +10.8% | -1.3% | +14.4% |
| 3M | -1.3% | +9.6% | -11.0% | +2.9% |
| 6M | +5.5% | -4.7% | +10.3% | +5.6% |
| YTD | +38.9% | -24.6% | +63.4% | +29.6% |
| 1Y | +58.8% | -24.6% | +83.4% | +48.7% |
| 3Y | +71.1% | -79.8% | +150.9% | +10.4% |
| 5Y | +76.3% | -83.3% | +159.6% | +25.6% |
| 10Y | +153.4% | -99.5% | +252.9% | -29.4% |
| All | +153.4% | -99.5% | +252.9% | -29.4% |
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