+1,472.6%
XLK vs C
+6.0%
+1,466.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | +0.9% | +3.6% | -2.8% | -0.2% |
| 30D | +0.7% | +0.1% | +0.7% | +0.7% |
| 3M | -2.9% | +2.4% | -5.4% | -3.6% |
| 6M | +34.3% | +24.9% | +9.3% | +25.7% |
| YTD | +30.4% | +19.8% | +10.6% | +23.3% |
| 1Y | +43.4% | +44.9% | -1.5% | +28.2% |
| 3Y | +116.8% | +263.0% | -146.1% | +48.1% |
| 5Y | +144.0% | +129.5% | +14.5% | +87.8% |
| 10Y | +778.8% | +291.6% | +487.2% | +459.8% |
| All | +1,472.6% | +6.0% | +1,466.6% | +961.4% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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