-1.7%
XLC vs GEN
+2.7%
-4.4%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.3% | 0.0% |
| 7D | +0.6% | -0.7% | +1.3% | +0.7% |
| 30D | +0.2% | +2.6% | -2.4% | -0.2% |
| 3M | +0.6% | +15.8% | -15.1% | -1.7% |
| 6M | -4.5% | +33.1% | -37.6% | -8.2% |
| YTD | -4.7% | +11.3% | -16.0% | -4.9% |
| 1Y | -1.7% | +1.7% | -3.3% | -0.6% |
| All | -1.7% | +2.7% | -4.4% | -0.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling