+255.6%
XOM vs SPXS
-85.6%
+341.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | +0.9% |
| 7D | +1.9% | +6.4% | -4.5% | +2.7% |
| 30D | +4.1% | +6.0% | -1.9% | +4.9% |
| 3M | +10.4% | -11.6% | +22.0% | +8.5% |
| 6M | +13.0% | -28.7% | +41.7% | +7.7% |
| YTD | +40.1% | -26.3% | +66.3% | +34.3% |
| 1Y | +51.1% | -34.9% | +86.0% | +42.3% |
| 3Y | +57.7% | -79.5% | +137.2% | +26.0% |
| All | +255.6% | -85.6% | +341.2% | +179.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling