+69.7%
XLC vs FTAI
+407.3%
-337.6%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.8% | +3.4% | +0.8% |
| 7D | -1.7% | -9.7% | +8.0% | -0.9% |
| 30D | +0.2% | -20.0% | +20.2% | +1.9% |
| 3M | +0.7% | -20.1% | +20.8% | +2.0% |
| 6M | -4.5% | -33.3% | +28.8% | -2.3% |
| YTD | -4.7% | -8.0% | +3.3% | -5.5% |
| 1Y | -1.5% | +8.0% | -9.5% | -4.0% |
| All | +69.7% | +407.3% | -337.6% | +24.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling