-79.4%
SPXU vs KMX
-26.1%
-53.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.5% | +2.0% |
| 7D | +6.4% | -3.4% | +9.7% | +4.9% |
| 30D | +5.9% | +4.0% | +1.9% | +7.9% |
| 3M | -11.7% | +24.8% | -36.5% | -1.7% |
| 6M | -28.7% | +43.6% | -72.3% | -14.0% |
| YTD | -26.4% | +56.6% | -83.0% | -6.2% |
| 1Y | -35.2% | +2.2% | -37.5% | -32.8% |
| All | -79.4% | -26.1% | -53.4% | -78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 3y: compounded portfolio wealth divided by compounded KMX 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…
3y analysis · Full analysis span regression · 6 months rolling