+29.1%
XOS vs SPY
+21.3%
+7.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.7% | -1.6% |
| 7D | -15.9% | +0.3% | -16.1% | -15.8% |
| 30D | +12.9% | +0.2% | +12.7% | +13.0% |
| 3M | -60.2% | +2.8% | -63.0% | -60.8% |
| 6M | +38.8% | +14.3% | +24.5% | +14.9% |
| YTD | +64.1% | +14.0% | +50.1% | +36.9% |
| All | +29.1% | +21.3% | +7.8% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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