+6.7%
XME vs SPXU
-30.4%
+37.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.9% | +3.9% | -3.9% |
| 7D | -5.5% | +2.2% | -7.6% | -4.0% |
| 30D | -11.1% | +3.8% | -14.9% | -8.6% |
| 3M | -11.1% | +3.3% | -14.4% | -8.3% |
| 6M | -18.0% | -16.7% | -1.3% | -23.3% |
| YTD | -7.4% | -28.6% | +21.3% | -17.8% |
| 1Y | +6.7% | -30.6% | +37.2% | -5.9% |
| All | +6.7% | -30.4% | +37.0% | -5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling