+0.8%
SCHW vs SPXS
-30.2%
+30.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -4.9% | +9.5% | +3.8% |
| 7D | +5.2% | +2.2% | +3.0% | +5.5% |
| 30D | -4.7% | +3.8% | -8.5% | -4.1% |
| 3M | -11.9% | +3.3% | -15.3% | -11.4% |
| 6M | +2.7% | -16.7% | +19.4% | -0.8% |
| YTD | -5.6% | -28.5% | +22.9% | -10.6% |
| 1Y | +0.8% | -30.4% | +31.2% | -4.9% |
| All | +0.8% | -30.2% | +30.9% | -4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling