+52.3%
XOM vs SPXS
-36.2%
+88.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +0.9% |
| 7D | +4.1% | +2.5% | +1.6% | +3.6% |
| 30D | +4.6% | +4.2% | +0.4% | +3.8% |
| 3M | +14.0% | -9.3% | +23.3% | +15.5% |
| 6M | +11.0% | -30.7% | +41.7% | +17.0% |
| YTD | +40.7% | -28.1% | +68.8% | +48.1% |
| 1Y | +52.3% | -35.1% | +87.4% | +64.1% |
| All | +52.3% | -36.2% | +88.5% | +64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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