+919.2%
XBI vs SPXS
-100.0%
+1,019.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.9% | -3.5% | -0.9% |
| 7D | -4.6% | +6.4% | -11.0% | -2.4% |
| 30D | -0.8% | +6.0% | -6.8% | +1.5% |
| 3M | +21.8% | -11.6% | +33.5% | +17.2% |
| 6M | +23.2% | -28.7% | +51.9% | +11.2% |
| YTD | +28.7% | -26.3% | +55.0% | +18.3% |
| 1Y | +67.8% | -34.9% | +102.7% | +48.6% |
| 3Y | +100.6% | -79.5% | +180.1% | +30.2% |
| 5Y | +19.8% | -85.9% | +105.7% | -18.6% |
| 10Y | +159.7% | -99.5% | +259.3% | -23.7% |
| All | +919.2% | -100.0% | +1,019.2% | +5.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling