+135.3%
XME vs SPXU
-79.8%
+215.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | 0.0% |
| 7D | -0.2% | +1.3% | -1.5% | +0.3% |
| 30D | +1.4% | +5.1% | -3.7% | +3.8% |
| 3M | +2.7% | -9.1% | +11.9% | -0.1% |
| 6M | +6.5% | -29.6% | +36.1% | -4.7% |
| YTD | +15.2% | -27.7% | +42.9% | +5.0% |
| 1Y | +43.5% | -37.0% | +80.5% | +25.7% |
| All | +135.3% | -79.8% | +215.1% | +53.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling