-58.8%
BSX vs XLC
-0.7%
-58.1%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.7% |
| 7D | -10.1% | +0.5% | -10.6% | -10.3% |
| 30D | -16.4% | +2.1% | -18.5% | -17.2% |
| 3M | -8.9% | +0.7% | -9.6% | -9.4% |
| 6M | -38.3% | -3.2% | -35.1% | -37.3% |
| YTD | -54.9% | -3.8% | -51.1% | -53.9% |
| 1Y | -58.8% | -2.0% | -56.8% | -58.7% |
| All | -58.8% | -0.7% | -58.1% | -58.7% |
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