+39.2%
XLK vs FDX
+76.4%
-37.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.3% | +1.3% |
| 7D | +0.2% | -3.3% | +3.5% | +0.9% |
| 30D | -0.6% | -4.5% | +3.9% | +0.3% |
| 3M | +2.6% | -7.3% | +9.9% | +4.1% |
| 6M | +34.0% | +7.5% | +26.4% | +30.2% |
| YTD | +30.7% | +35.1% | -4.4% | +21.4% |
| 1Y | +39.2% | +71.4% | -32.2% | +22.3% |
| All | +39.2% | +76.4% | -37.2% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 1y: compounded portfolio wealth divided by compounded FDX 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…
1y analysis · Full analysis span regression · 6 months rolling