+141.3%
XLC vs UUUU
+555.3%
-414.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.3% | +6.9% | +1.2% |
| 7D | -1.7% | -5.0% | +3.4% | -1.2% |
| 30D | +0.2% | -7.8% | +8.0% | +0.9% |
| 3M | +0.7% | -0.4% | +1.1% | +0.1% |
| 6M | -4.5% | -32.9% | +28.4% | -1.9% |
| YTD | -4.7% | -6.3% | +1.5% | -7.2% |
| 1Y | -1.5% | +7.9% | -9.4% | -7.4% |
| 3Y | +72.2% | +85.2% | -12.9% | +44.2% |
| 5Y | +39.3% | +97.0% | -57.7% | +9.9% |
| All | +141.3% | +555.3% | -414.0% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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