+128.8%
XLP vs FTAI
+2,958.6%
-2,829.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +10.3% | -9.4% | +0.4% |
| 7D | +0.1% | +0.5% | -0.5% | -0.1% |
| 30D | +8.9% | +17.0% | -8.0% | +7.8% |
| 3M | +7.5% | -7.8% | +15.3% | +7.5% |
| 6M | +9.4% | -26.2% | +35.6% | +10.5% |
| YTD | +19.3% | +1.6% | +17.7% | +17.5% |
| 1Y | +21.7% | +22.2% | -0.4% | +18.4% |
| 3Y | +44.0% | +415.7% | -371.7% | +19.8% |
| 5Y | +42.8% | +932.0% | -889.2% | +9.6% |
| 10Y | +128.8% | +3,000.8% | -2,872.0% | +77.1% |
| All | +128.8% | +2,958.6% | -2,829.8% | +77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FTAI.
Daily Out/Under-Performance
Portfolio return minus FTAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTAI 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 FTAI 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