+141.4%
XLC vs GEN
+189.6%
-48.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.3% | +0.2% |
| 7D | +0.6% | -0.7% | +1.3% | +0.7% |
| 30D | +0.2% | +2.6% | -2.4% | -0.5% |
| 3M | +0.6% | +15.8% | -15.1% | -3.3% |
| 6M | -4.5% | +33.1% | -37.6% | -12.1% |
| YTD | -4.7% | +11.3% | -16.0% | -8.2% |
| 1Y | -1.7% | +1.7% | -3.3% | -3.1% |
| 3Y | +72.3% | +58.1% | +14.1% | +47.9% |
| 5Y | +37.8% | +20.6% | +17.1% | +24.7% |
| All | +141.4% | +189.6% | -48.2% | +66.0% |
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