+145.9%
XOVR vs SPY
+239.3%
-93.4%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | 0.0% | +0.1% |
| 7D | +2.1% | +0.5% | +1.5% | +1.5% |
| 30D | +4.0% | -0.9% | +4.9% | +5.2% |
| 3M | +3.3% | +3.9% | -0.6% | -0.7% |
| 6M | +18.6% | +14.5% | +4.1% | +2.1% |
| YTD | +3.9% | +12.9% | -9.0% | -9.0% |
| 1Y | +3.8% | +19.4% | -15.6% | -14.4% |
| 3Y | +71.9% | +78.5% | -6.6% | -7.9% |
| 5Y | +26.6% | +81.8% | -55.1% | -32.3% |
| All | +145.9% | +239.3% | -93.4% | -28.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling