+2,064.8%
STX vs SPXU
-99.5%
+2,164.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -3.9% | +13.9% | +8.3% |
| 7D | -1.0% | +1.5% | -2.5% | +1.4% |
| 30D | -26.8% | +6.4% | -33.1% | -23.1% |
| 3M | -32.7% | +4.2% | -37.0% | -29.8% |
| 6M | -33.7% | -7.8% | -26.0% | -33.0% |
| YTD | +101.0% | -27.5% | +128.5% | +89.6% |
| 1Y | +92.7% | -27.1% | +119.8% | +83.8% |
| 3Y | +708.7% | -80.8% | +789.5% | +429.0% |
| 5Y | +504.0% | -84.1% | +588.1% | +342.0% |
| All | +2,064.8% | -99.5% | +2,164.3% | +377.9% |
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