+142.5%
XLC vs PODD
+52.8%
+89.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -0.8% |
| 7D | -0.8% | +1.6% | -2.5% | -1.2% |
| 30D | +1.0% | +10.7% | -9.6% | -1.1% |
| 3M | -0.7% | +0.7% | -1.4% | -1.7% |
| 6M | -5.1% | -39.3% | +34.1% | +3.4% |
| YTD | -4.3% | -48.1% | +43.8% | +7.6% |
| 1Y | -0.6% | -57.4% | +56.9% | +16.0% |
| 3Y | +72.7% | -23.3% | +96.0% | +71.9% |
| 5Y | +38.0% | -51.3% | +89.3% | +47.2% |
| All | +142.5% | +52.8% | +89.6% | +84.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling