+1,092.8%
STX vs SPXS
-85.4%
+1,178.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.9% | -4.5% | -1.8% |
| 7D | +8.0% | +6.4% | +1.6% | +11.1% |
| 30D | +5.1% | +6.0% | -0.9% | +8.2% |
| 3M | +5.8% | -11.6% | +17.4% | +1.5% |
| 6M | +124.9% | -28.7% | +153.7% | +100.7% |
| YTD | +213.9% | -26.3% | +240.2% | +187.7% |
| 1Y | +350.4% | -34.9% | +385.3% | +298.3% |
| 3Y | +1,314.2% | -79.5% | +1,393.7% | +790.4% |
| 5Y | +1,092.8% | -85.9% | +1,178.7% | +680.4% |
| All | +1,092.8% | -85.4% | +1,178.2% | +680.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling