+11.2%
DXCM vs XLRE
+6.2%
+5.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.2% |
| 7D | -5.8% | -2.7% | -3.1% | -4.5% |
| 30D | -5.6% | -2.3% | -3.3% | -4.5% |
| 3M | +13.0% | -3.5% | +16.5% | +15.1% |
| 6M | +24.7% | +1.9% | +22.8% | +23.3% |
| YTD | +27.3% | +8.3% | +19.0% | +22.6% |
| All | +11.2% | +6.2% | +5.0% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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