+179.2%
XLE vs MELI
+859.5%
-680.3%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.8% |
| 7D | +5.4% | -1.2% | +6.6% | +5.6% |
| 30D | -3.9% | -18.9% | +15.0% | -1.7% |
| 3M | +7.0% | -18.4% | +25.4% | +9.2% |
| 6M | +14.2% | -4.5% | +18.7% | +13.9% |
| YTD | +48.2% | -26.0% | +74.1% | +51.9% |
| 1Y | +47.7% | -26.6% | +74.2% | +51.4% |
| 3Y | +70.0% | +8.2% | +61.8% | +61.7% |
| 5Y | +169.1% | -6.6% | +175.8% | +150.0% |
| All | +179.2% | +859.5% | -680.3% | +77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MELI.
Daily Out/Under-Performance
Portfolio return minus MELI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MELI 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 MELI 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