+60.5%
XOM vs SPXS
-79.6%
+140.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +0.3% |
| 7D | +4.1% | +2.5% | +1.6% | +4.3% |
| 30D | +4.6% | +4.2% | +0.4% | +4.9% |
| 3M | +14.0% | -9.3% | +23.3% | +13.1% |
| 6M | +11.0% | -30.7% | +41.7% | +7.5% |
| YTD | +40.7% | -28.1% | +68.8% | +37.1% |
| 1Y | +52.3% | -35.1% | +87.4% | +46.6% |
| 3Y | +60.5% | -79.6% | +140.0% | +36.7% |
| All | +60.5% | -79.6% | +140.1% | +36.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling