+143.7%
XLC vs FTAI
+1,703.4%
-1,559.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.3% | -2.3% | +0.5% |
| 7D | +0.5% | -5.2% | +5.7% | +1.2% |
| 30D | +2.1% | -17.9% | +20.0% | +4.6% |
| 3M | +0.7% | -22.7% | +23.4% | +3.5% |
| 6M | -3.2% | -28.0% | +24.8% | -0.5% |
| YTD | -3.8% | -5.0% | +1.2% | -5.4% |
| 1Y | -2.0% | +10.4% | -12.4% | -6.4% |
| 3Y | +71.4% | +425.2% | -353.9% | +16.0% |
| 5Y | +40.7% | +890.3% | -849.7% | -17.6% |
| All | +143.7% | +1,703.4% | -1,559.7% | +41.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling