+46.6%
XLE vs SPXS
-25.7%
+72.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.4% |
| 7D | +4.4% | -9.5% | +13.8% | +5.5% |
| 30D | -4.3% | +7.4% | -11.7% | -5.4% |
| 3M | +6.0% | +6.1% | -0.1% | +4.8% |
| 6M | +13.2% | -7.3% | +20.5% | +13.9% |
| YTD | +46.7% | -26.7% | +73.5% | +52.6% |
| 1Y | +46.6% | -26.2% | +72.8% | +53.1% |
| All | +46.6% | -25.7% | +72.3% | +53.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling