+31.8%
XHB vs SPXS
-85.4%
+117.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.2% | -1.6% |
| 7D | -5.2% | +6.4% | -11.6% | -2.9% |
| 30D | -12.1% | +6.0% | -18.1% | -10.0% |
| 3M | -6.2% | -11.6% | +5.4% | -9.7% |
| 6M | -6.7% | -28.7% | +22.0% | -15.9% |
| YTD | -5.5% | -26.3% | +20.8% | -13.3% |
| 1Y | -15.6% | -34.9% | +19.3% | -25.6% |
| 3Y | +22.0% | -79.5% | +101.4% | -23.2% |
| 5Y | +31.8% | -85.9% | +117.8% | -13.4% |
| All | +31.8% | -85.4% | +117.2% | -13.4% |
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