+136.0%
XLC vs GEN
+195.3%
-59.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.4% | -1.3% | +0.5% |
| 7D | +3.7% | +2.0% | +1.7% | +3.2% |
| 30D | -1.9% | +27.7% | -29.7% | -8.0% |
| 3M | -3.1% | +3.3% | -6.4% | -4.6% |
| 6M | -6.4% | +31.8% | -38.2% | -13.7% |
| YTD | -6.8% | +13.5% | -20.3% | -11.3% |
| 1Y | -1.7% | +16.0% | -17.7% | -7.0% |
| 3Y | +64.7% | +70.6% | -5.9% | +37.8% |
| 5Y | +41.1% | +32.1% | +9.0% | +24.0% |
| All | +136.0% | +195.3% | -59.3% | +60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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