+136.8%
XLP vs FTAI
+2,805.0%
-2,668.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.2% | +0.4% |
| 7D | -0.5% | +6.7% | -7.2% | -0.9% |
| 30D | +8.3% | +15.7% | -7.4% | +7.2% |
| 3M | +8.7% | -14.9% | +23.6% | +9.2% |
| 6M | +11.2% | -31.4% | +42.6% | +12.8% |
| YTD | +20.0% | -2.1% | +22.1% | +18.4% |
| 1Y | +21.3% | +23.6% | -2.3% | +17.8% |
| 3Y | +43.8% | +383.8% | -339.9% | +20.0% |
| 5Y | +43.3% | +913.3% | -870.0% | +9.8% |
| 10Y | +136.8% | +2,831.2% | -2,694.5% | +76.7% |
| All | +136.8% | +2,805.0% | -2,668.2% | +76.7% |
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