+2.2%
ABNB vs XYL
-15.4%
+17.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.7% | -2.1% |
| 7D | -7.4% | +0.8% | -8.3% | -8.0% |
| 30D | -8.2% | -10.8% | +2.7% | -1.6% |
| 3M | +29.1% | -2.5% | +31.7% | +30.1% |
| 6M | +26.6% | -12.2% | +38.7% | +35.6% |
| YTD | +25.0% | -20.1% | +45.1% | +41.6% |
| 1Y | +37.0% | -20.6% | +57.7% | +55.4% |
| 3Y | +16.3% | +17.3% | -1.0% | -4.5% |
| 5Y | +2.2% | -14.5% | +16.7% | +0.4% |
| All | +2.2% | -15.4% | +17.6% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 XYL 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