+360.5%
BE vs XLC
0.0%
+360.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.2% | +8.5% | +7.7% |
| 7D | +20.0% | -0.8% | +20.8% | +20.2% |
| 30D | +7.9% | +1.0% | +6.9% | +7.5% |
| 3M | -13.2% | -0.7% | -12.5% | -10.7% |
| 6M | +53.5% | -5.1% | +58.6% | +63.0% |
| YTD | +191.0% | -4.3% | +195.3% | +208.5% |
| 1Y | +360.5% | -0.6% | +361.1% | +358.5% |
| All | +360.5% | 0.0% | +360.5% | +358.5% |
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