+75.3%
FDX vs SPXS
-82.9%
+158.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -7.0% | +10.5% | +1.2% |
| 7D | +0.2% | -1.5% | +1.7% | +0.2% |
| 30D | +9.3% | +9.6% | -0.3% | +13.3% |
| 3M | +0.5% | +8.5% | -8.0% | +4.0% |
| 6M | +5.3% | -5.8% | +11.1% | +5.1% |
| YTD | +38.6% | -25.4% | +64.0% | +29.8% |
| 1Y | +53.5% | -28.8% | +82.4% | +41.9% |
| 3Y | +74.2% | -80.9% | +155.1% | +15.0% |
| 5Y | +75.3% | -83.1% | +158.4% | +26.6% |
| All | +75.3% | -82.9% | +158.2% | +26.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling