+106.2%
XLP vs SPXU
-99.5%
+205.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -0.9% |
| 7D | -2.9% | +1.3% | -4.2% | -2.7% |
| 30D | -2.2% | +5.1% | -7.4% | -1.3% |
| 3M | -0.6% | -9.1% | +8.6% | -2.1% |
| 6M | -2.2% | -29.6% | +27.4% | -7.7% |
| YTD | +8.3% | -27.7% | +35.9% | +2.8% |
| 1Y | +5.7% | -37.0% | +42.7% | -1.9% |
| 3Y | +25.7% | -80.2% | +105.8% | -3.1% |
| 5Y | +31.3% | -86.0% | +117.3% | +2.2% |
| 10Y | +106.2% | -99.5% | +205.7% | -8.0% |
| All | +106.2% | -99.5% | +205.7% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SPXU 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling