-19.7%
TSCO vs SPXU
-79.9%
+60.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -2.0% |
| 7D | -5.7% | +2.5% | -8.1% | -5.2% |
| 30D | -8.8% | +4.2% | -12.9% | -7.9% |
| 3M | +6.3% | -9.3% | +15.6% | +4.5% |
| 6M | -32.3% | -30.7% | -1.6% | -36.9% |
| YTD | -32.7% | -28.1% | -4.6% | -36.6% |
| 1Y | -43.7% | -35.2% | -8.4% | -48.0% |
| 3Y | -19.7% | -79.9% | +60.3% | -45.7% |
| All | -19.7% | -79.9% | +60.3% | -45.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling