+32.5%
XME vs SPXU
-36.3%
+68.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -2.4% |
| 7D | -4.2% | +2.5% | -6.7% | -2.7% |
| 30D | -2.7% | +4.2% | -6.9% | 0.0% |
| 3M | -3.9% | -9.3% | +5.3% | -8.1% |
| 6M | -1.0% | -30.7% | +29.7% | -15.2% |
| YTD | +9.8% | -28.1% | +37.9% | -3.2% |
| 1Y | +32.5% | -35.2% | +67.8% | +10.5% |
| All | +32.5% | -36.3% | +68.8% | +10.5% |
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 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