+3,574.7%
STX vs SPXU
-99.5%
+3,674.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -1.5% |
| 7D | +9.6% | +1.3% | +8.3% | +10.1% |
| 30D | +10.6% | +5.1% | +5.5% | +13.0% |
| 3M | +4.8% | -9.1% | +13.9% | +2.3% |
| 6M | +137.3% | -29.6% | +166.8% | +113.6% |
| YTD | +222.5% | -27.7% | +250.2% | +196.7% |
| 1Y | +366.2% | -37.0% | +403.2% | +313.2% |
| 3Y | +1,352.9% | -80.2% | +1,433.1% | +844.1% |
| 5Y | +1,077.4% | -86.0% | +1,163.5% | +707.0% |
| All | +3,574.7% | -99.5% | +3,674.2% | +753.1% |
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