+389.6%
BE vs XLC
-2.2%
+391.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.2% | -2.7% |
| 7D | +23.9% | -1.4% | +25.3% | +24.3% |
| 30D | +27.8% | -0.9% | +28.7% | +28.1% |
| 3M | +3.7% | -0.3% | +4.0% | +4.8% |
| 6M | +78.0% | -5.2% | +83.1% | +87.3% |
| YTD | +209.9% | -5.3% | +215.2% | +229.4% |
| 1Y | +389.6% | -2.8% | +392.4% | +387.9% |
| All | +389.6% | -2.2% | +391.8% | +387.9% |
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