+61.0%
XLC vs GEN
+79.4%
-18.4%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +3.1% | +0.9% |
| 7D | +4.9% | +2.3% | +2.6% | +4.5% |
| 30D | -5.8% | +33.1% | -38.9% | -10.6% |
| 3M | -5.4% | +6.5% | -11.9% | -6.6% |
| 6M | -10.2% | +53.8% | -64.0% | -17.7% |
| YTD | -10.2% | +11.2% | -21.4% | -12.1% |
| 1Y | -5.6% | +19.4% | -25.0% | -9.2% |
| 3Y | +61.0% | +81.0% | -20.0% | +47.4% |
| All | +61.0% | +79.4% | -18.4% | +47.4% |
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