Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • XCH vs SPY✓SelectedUSD · SPYXCH vs SPY performance historyLatest closeAs of-3.21%09/08
Stock and ETF performance explorer

XCH vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-97.9%
SPY return
+43.0%
Excess return
-140.9%
Maximum drawdown
-99.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D-3.2%-0.5%-2.7%-2.6%
7D-21.1%+0.5%-21.7%-21.7%
30D-46.3%-0.9%-45.3%-45.7%
3M-78.2%+3.9%-82.1%-79.3%
6M-89.5%+14.5%-104.0%-91.2%
YTD-86.6%+12.9%-99.6%-88.7%
1Y-87.4%+19.4%-106.8%-89.8%
All-97.9%+43.0%-140.9%-87.5%

Cumulative growth

Daily Returns

Daily percentage return beside SPY.

Daily Out/Under-Performance

Portfolio return minus SPY return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SPY 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 SPY 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