+143.7%
XLC vs MELI
+558.8%
-415.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | +0.5% | -4.1% | +4.6% | +1.5% |
| 30D | +2.1% | +3.8% | -1.7% | +1.1% |
| 3M | +0.7% | +17.8% | -17.2% | -3.6% |
| 6M | -3.2% | +7.4% | -10.6% | -5.7% |
| YTD | -3.8% | -5.8% | +2.0% | -3.7% |
| 1Y | -2.0% | -18.9% | +16.8% | +1.1% |
| 3Y | +71.4% | +33.3% | +38.0% | +51.3% |
| 5Y | +40.7% | +2.7% | +38.0% | +22.3% |
| All | +143.7% | +558.8% | -415.1% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MELI.
Daily Out/Under-Performance
Portfolio return minus MELI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MELI 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 MELI 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