+139.9%
XLC vs UUUU
+599.5%
-459.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.6% |
| 7D | -1.4% | +1.8% | -3.2% | -1.6% |
| 30D | -0.9% | +1.8% | -2.7% | -1.2% |
| 3M | -0.3% | +1.3% | -1.6% | -1.0% |
| 6M | -5.2% | -26.8% | +21.6% | -3.5% |
| YTD | -5.3% | +0.1% | -5.4% | -8.3% |
| 1Y | -2.8% | +11.2% | -14.0% | -8.9% |
| 3Y | +71.2% | +97.7% | -26.5% | +42.4% |
| 5Y | +37.6% | +127.3% | -89.8% | +6.7% |
| All | +139.9% | +599.5% | -459.6% | +37.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling