+142.5%
XLC vs GEN
+197.8%
-55.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.6% |
| 7D | -0.8% | -1.2% | +0.3% | -0.6% |
| 30D | +1.0% | +10.1% | -9.1% | -1.5% |
| 3M | -0.7% | +16.1% | -16.8% | -4.7% |
| 6M | -5.1% | +38.9% | -44.0% | -13.6% |
| YTD | -4.3% | +14.4% | -18.7% | -8.5% |
| 1Y | -0.6% | +5.9% | -6.4% | -3.0% |
| 3Y | +72.7% | +58.8% | +13.9% | +48.2% |
| 5Y | +38.0% | +24.7% | +13.3% | +23.8% |
| All | +142.5% | +197.8% | -55.3% | +65.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling