+287.1%
XME vs SPXU
-100.0%
+387.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.8% |
| 7D | -0.1% | -0.1% | 0.0% | -0.1% |
| 30D | +6.0% | +0.8% | +5.2% | +6.6% |
| 3M | -7.7% | -4.7% | -3.0% | -8.1% |
| 6M | +1.0% | -29.6% | +30.6% | -10.4% |
| YTD | +14.6% | -29.9% | +44.5% | +2.4% |
| 1Y | +46.0% | -39.1% | +85.0% | +24.3% |
| 3Y | +127.0% | -80.0% | +207.0% | +35.8% |
| 5Y | +175.8% | -86.0% | +261.9% | +72.3% |
| 10Y | +414.6% | -99.5% | +514.2% | +7.4% |
| All | +287.1% | -100.0% | +387.1% | -84.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling