+281.5%
XLB vs HCA
+1,635.7%
-1,354.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.2% | -0.7% |
| 7D | -0.2% | -2.8% | +2.5% | +0.5% |
| 30D | -1.7% | -2.7% | +1.0% | -1.0% |
| 3M | +4.4% | +11.5% | -7.1% | +0.7% |
| 6M | +5.0% | -24.3% | +29.3% | +13.0% |
| YTD | +15.5% | -13.6% | +29.1% | +19.1% |
| 1Y | +14.9% | -3.2% | +18.1% | +14.2% |
| 3Y | +34.5% | +50.4% | -15.9% | +15.0% |
| 5Y | +36.5% | +64.8% | -28.2% | +10.9% |
| 10Y | +159.6% | +456.5% | -296.9% | +43.7% |
| All | +281.5% | +1,635.7% | -1,354.1% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded HCA 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling