+133.6%
XLC vs PODD
+54.7%
+78.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | +3.1% | -4.4% | +7.5% | +3.9% |
| 30D | -4.2% | +8.1% | -12.3% | -5.8% |
| 3M | -2.1% | +2.9% | -5.1% | -3.0% |
| 6M | -6.6% | -5.7% | -0.9% | -6.7% |
| YTD | -7.8% | -47.5% | +39.7% | +3.1% |
| 1Y | -4.1% | -55.7% | +51.6% | +10.9% |
| 3Y | +62.6% | -3.7% | +66.4% | +54.3% |
| 5Y | +39.6% | -52.6% | +92.2% | +49.8% |
| All | +133.6% | +54.7% | +78.8% | +76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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