+37.8%
XLK vs GPC
+0.5%
+37.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.4% |
| 7D | -0.4% | -1.8% | +1.4% | -0.4% |
| 30D | -0.5% | +0.1% | -0.6% | -0.5% |
| 3M | +5.0% | +37.4% | -32.4% | +3.7% |
| 6M | +32.9% | +25.4% | +7.4% | +31.3% |
| YTD | +29.0% | +12.2% | +16.8% | +28.1% |
| 1Y | +37.8% | -0.3% | +38.2% | +36.7% |
| All | +37.8% | +0.5% | +37.3% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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