+86.3%
FOXA vs SPXU
-98.7%
+185.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.4% | -3.5% | -1.7% |
| 7D | -5.4% | +1.3% | -6.7% | -5.1% |
| 30D | +1.1% | +5.1% | -4.0% | +2.5% |
| 3M | -6.1% | -9.1% | +3.0% | -8.2% |
| 6M | +8.2% | -29.6% | +37.8% | -0.5% |
| YTD | -11.8% | -27.7% | +15.9% | -18.1% |
| 1Y | +9.9% | -37.0% | +46.9% | -1.1% |
| 3Y | +110.7% | -80.2% | +190.9% | +48.7% |
| 5Y | +86.9% | -86.0% | +173.0% | +34.8% |
| All | +86.3% | -98.7% | +185.0% | -20.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling