+33.9%
AAPL vs XLC
0.0%
+34.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -2.0% |
| 7D | +0.1% | -0.8% | +0.9% | +0.5% |
| 30D | +3.0% | +1.0% | +1.9% | +2.5% |
| 3M | +2.9% | -0.7% | +3.6% | +3.5% |
| 6M | +22.1% | -5.1% | +27.2% | +25.9% |
| YTD | +18.0% | -4.3% | +22.3% | +20.8% |
| 1Y | +33.9% | -0.6% | +34.5% | +33.7% |
| All | +33.9% | 0.0% | +34.0% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 XLC 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