-1.7%
XLC vs SPXU
-26.3%
+24.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.2% | +1.3% |
| 7D | +3.7% | -7.6% | +11.3% | +2.1% |
| 30D | -1.9% | +5.3% | -7.2% | -0.5% |
| 3M | -3.1% | +9.6% | -12.7% | -0.6% |
| 6M | -6.4% | -4.5% | -1.8% | -6.1% |
| YTD | -6.8% | -25.9% | +19.0% | -11.6% |
| 1Y | -1.7% | -28.9% | +27.2% | -7.3% |
| All | -1.7% | -26.3% | +24.6% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling