-7.0%
MXC vs SPY
+14.6%
-21.6%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.7% | -6.9% | -4.0% |
| 7D | -16.3% | -0.7% | -15.6% | -16.7% |
| 30D | -10.4% | -1.0% | -9.3% | -11.0% |
| 3M | -1.1% | -0.3% | -0.8% | -1.2% |
| 6M | -13.1% | +7.3% | -20.4% | -5.9% |
| YTD | -10.9% | +13.3% | -24.3% | +4.4% |
| 1Y | -7.0% | +14.8% | -21.8% | +7.5% |
| All | -7.0% | +14.6% | -21.6% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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