+73.6%
XLC vs GEN
+61.9%
+11.7%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.7% |
| 7D | -0.8% | -1.2% | +0.3% | -0.6% |
| 30D | +1.0% | +10.1% | -9.1% | -1.0% |
| 3M | -0.7% | +16.1% | -16.8% | -3.8% |
| 6M | -5.1% | +38.9% | -44.0% | -11.6% |
| YTD | -4.3% | +14.4% | -18.7% | -7.0% |
| 1Y | -0.6% | +5.9% | -6.4% | -1.7% |
| All | +73.6% | +61.9% | +11.7% | +47.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling