+143.7%
XLC vs EBAY
+218.9%
-75.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | +0.2% |
| 7D | +0.5% | +4.2% | -3.7% | -0.8% |
| 30D | +2.1% | +5.6% | -3.5% | +0.3% |
| 3M | +0.7% | -1.4% | +2.1% | +0.8% |
| 6M | -3.2% | +18.2% | -21.4% | -8.9% |
| YTD | -3.8% | +24.8% | -28.6% | -11.4% |
| 1Y | -2.0% | +18.0% | -20.1% | -9.0% |
| 3Y | +71.4% | +160.3% | -88.9% | +16.3% |
| 5Y | +40.7% | +62.1% | -21.5% | +9.0% |
| All | +143.7% | +218.9% | -75.2% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EBAY.
Daily Out/Under-Performance
Portfolio return minus EBAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EBAY 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 EBAY 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