+39.3%
XLC vs MELI
+0.1%
+39.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.2% |
| 7D | -1.7% | -4.3% | +2.6% | -0.6% |
| 30D | +0.2% | -1.7% | +1.9% | +0.5% |
| 3M | +0.7% | +20.0% | -19.3% | -3.9% |
| 6M | -4.5% | +9.4% | -13.9% | -7.3% |
| YTD | -4.7% | -5.4% | +0.6% | -4.7% |
| 1Y | -1.5% | -18.8% | +17.3% | +1.6% |
| 3Y | +72.2% | +33.5% | +38.8% | +51.0% |
| 5Y | +39.3% | +3.2% | +36.1% | +17.2% |
| All | +39.3% | +0.1% | +39.2% | +17.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling