+402.6%
XME vs SPXU
-99.6%
+502.2%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -2.0% |
| 7D | -4.2% | +2.5% | -6.7% | -3.2% |
| 30D | -2.7% | +4.2% | -6.9% | -0.9% |
| 3M | -3.9% | -9.3% | +5.3% | -6.6% |
| 6M | -1.0% | -30.7% | +29.7% | -11.6% |
| YTD | +9.8% | -28.1% | +37.9% | +0.2% |
| 1Y | +32.5% | -35.2% | +67.8% | +17.6% |
| 3Y | +124.3% | -79.9% | +204.3% | +42.6% |
| 5Y | +165.8% | -86.4% | +252.2% | +74.3% |
| All | +402.6% | -99.6% | +502.2% | +19.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling