+143.7%
XLC vs APTV
-54.6%
+198.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | +0.5% | -5.0% | +5.5% | +1.8% |
| 30D | +2.1% | -6.1% | +8.2% | +3.7% |
| 3M | +0.7% | -33.0% | +33.7% | +11.1% |
| 6M | -3.2% | -35.2% | +32.0% | +6.6% |
| YTD | -3.8% | -40.1% | +36.4% | +7.7% |
| 1Y | -2.0% | -45.6% | +43.6% | +12.4% |
| 3Y | +71.4% | -54.4% | +125.7% | +99.8% |
| 5Y | +40.7% | -68.9% | +109.6% | +77.4% |
| All | +143.7% | -54.6% | +198.3% | +156.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling