+32.0%
XEL vs FTAI
+890.7%
-858.7%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.3% | -3.2% | 0.0% |
| 7D | -0.3% | -5.2% | +4.9% | -0.1% |
| 30D | -3.9% | -17.9% | +14.0% | -3.4% |
| 3M | -2.8% | -22.7% | +19.9% | -2.2% |
| 6M | -5.4% | -28.0% | +22.6% | -4.9% |
| YTD | +3.8% | -5.0% | +8.7% | +3.4% |
| 1Y | +6.8% | +10.4% | -3.6% | +5.9% |
| 3Y | +45.6% | +425.2% | -379.6% | +26.5% |
| All | +32.0% | +890.7% | -858.7% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FTAI.
Daily Out/Under-Performance
Portfolio return minus FTAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTAI 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 5y: compounded portfolio wealth divided by compounded FTAI 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…
5y analysis · Full analysis span regression · 6 months rolling