-34.5%
RBLX vs SPXU
-91.4%
+56.9%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.4% | +3.8% | 0.0% |
| 7D | +5.1% | +2.5% | +2.6% | +6.6% |
| 30D | +28.0% | +4.2% | +23.8% | +31.3% |
| 3M | +4.6% | -9.3% | +13.9% | -0.1% |
| 6M | -24.7% | -30.7% | +6.0% | -37.4% |
| YTD | -43.8% | -28.1% | -15.7% | -51.6% |
| 1Y | -65.8% | -35.2% | -30.5% | -71.8% |
| 3Y | +59.4% | -79.9% | +139.3% | -25.9% |
| 5Y | -48.2% | -86.4% | +38.2% | -72.0% |
| All | -34.5% | -91.4% | +56.9% | -77.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling