+136.0%
XLC vs SUI
+59.8%
+76.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.1% | +0.7% |
| 7D | +3.7% | -1.5% | +5.2% | +4.2% |
| 30D | -1.9% | +3.7% | -5.7% | -3.3% |
| 3M | -3.1% | -0.4% | -2.7% | -3.2% |
| 6M | -6.4% | -2.8% | -3.6% | -5.9% |
| YTD | -6.8% | -1.6% | -5.2% | -7.0% |
| 1Y | -1.7% | -2.1% | +0.4% | -1.7% |
| 3Y | +64.7% | +18.5% | +46.2% | +50.5% |
| 5Y | +41.1% | -26.5% | +67.6% | +51.9% |
| All | +136.0% | +59.8% | +76.2% | +93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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