+53.2%
XLE vs SPXS
-80.6%
+133.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -0.7% |
| 7D | +2.2% | -0.1% | +2.3% | +2.2% |
| 30D | +11.8% | +0.8% | +11.0% | +11.9% |
| 3M | +9.8% | -4.7% | +14.5% | +9.3% |
| 6M | +15.6% | -29.6% | +45.2% | +9.1% |
| YTD | +45.3% | -29.8% | +75.1% | +37.3% |
| 1Y | +48.3% | -38.9% | +87.2% | +36.3% |
| All | +53.2% | -80.6% | +133.8% | +17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling