+208.3%
OESX vs SPY
+18.1%
+190.1%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -4.9% | -4.6% |
| 7D | +9.0% | -0.8% | +9.8% | +9.6% |
| 30D | +32.3% | -1.1% | +33.4% | +33.3% |
| 3M | +188.1% | +3.9% | +184.2% | +177.6% |
| 6M | +173.9% | +13.6% | +160.3% | +140.5% |
| YTD | +77.2% | +12.7% | +64.5% | +58.2% |
| 1Y | +208.3% | +17.5% | +190.8% | +164.1% |
| All | +208.3% | +18.1% | +190.1% | +164.1% |
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