+19.9%
XBI vs SPXS
-86.0%
+105.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -1.3% |
| 7D | -4.6% | +2.5% | -7.1% | -3.7% |
| 30D | -2.0% | +4.2% | -6.2% | -0.3% |
| 3M | +17.8% | -9.3% | +27.1% | +14.1% |
| 6M | +23.7% | -30.7% | +54.4% | +9.7% |
| YTD | +28.2% | -28.1% | +56.3% | +16.0% |
| 1Y | +64.0% | -35.1% | +99.0% | +43.8% |
| 3Y | +99.4% | -79.6% | +179.0% | +23.8% |
| All | +19.9% | -86.0% | +105.9% | -21.1% |
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