+143.7%
XLC vs TEL
+150.6%
-6.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.6% | -2.6% | -0.6% |
| 7D | +0.5% | +1.6% | -1.1% | -0.2% |
| 30D | +2.1% | -0.7% | +2.8% | +2.2% |
| 3M | +0.7% | +2.4% | -1.7% | -1.0% |
| 6M | -3.2% | +4.1% | -7.3% | -6.7% |
| YTD | -3.8% | -5.8% | +2.0% | -3.8% |
| 1Y | -2.0% | +0.9% | -2.9% | -5.9% |
| 3Y | +71.4% | +72.6% | -1.2% | +22.7% |
| 5Y | +40.7% | +57.5% | -16.9% | +4.0% |
| All | +143.7% | +150.6% | -6.9% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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