+191.5%
TEAM vs XLC
+143.7%
+47.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.2% | -1.4% | -1.3% |
| 7D | -0.4% | -0.8% | +0.4% | +0.5% |
| 30D | +67.3% | +1.0% | +66.2% | +65.2% |
| 3M | +86.8% | -0.7% | +87.5% | +89.5% |
| 6M | +146.8% | -5.1% | +152.0% | +162.7% |
| YTD | +16.9% | -4.3% | +21.2% | +23.0% |
| 1Y | +12.8% | -0.6% | +13.4% | +13.8% |
| 3Y | -7.3% | +72.7% | -80.0% | -48.8% |
| 5Y | -50.7% | +38.0% | -88.7% | -66.2% |
| All | +191.5% | +143.7% | +47.7% | +16.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling