+123.8%
STX vs SPXU
-30.4%
+154.1%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -4.9% | -3.2% | -12.2% |
| 7D | -20.2% | +2.2% | -22.4% | -18.4% |
| 30D | -37.2% | +3.8% | -41.0% | -34.5% |
| 3M | -34.1% | +3.3% | -37.3% | -31.2% |
| 6M | -24.5% | -16.7% | -7.7% | -32.6% |
| YTD | +102.9% | -28.6% | +131.6% | +66.4% |
| 1Y | +123.8% | -30.6% | +154.4% | +82.5% |
| All | +123.8% | -30.4% | +154.1% | +82.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling