+72.3%
XLC vs SPXU
-80.6%
+152.8%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.1% | 0.0% |
| 7D | +0.6% | -1.5% | +2.0% | +0.2% |
| 30D | +0.2% | +3.7% | -3.5% | +1.4% |
| 3M | +0.6% | -9.6% | +10.2% | -1.7% |
| 6M | -4.5% | -32.4% | +27.9% | -13.8% |
| YTD | -4.7% | -28.7% | +24.0% | -12.3% |
| 1Y | -1.7% | -38.2% | +36.6% | -12.9% |
| 3Y | +72.3% | -80.4% | +152.7% | +11.4% |
| All | +72.3% | -80.6% | +152.8% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling