+102.9%
XLP vs FTAI
+3,258.4%
-3,155.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -1.4% | +3.9% | -5.4% | -1.7% |
| 30D | -1.3% | -8.8% | +7.5% | -0.9% |
| 3M | +1.8% | -14.5% | +16.3% | +2.4% |
| 6M | -0.8% | -24.0% | +23.2% | -0.1% |
| YTD | +9.5% | +0.5% | +9.0% | +8.3% |
| 1Y | +7.2% | +19.1% | -11.9% | +4.5% |
| 3Y | +27.1% | +460.7% | -433.6% | +5.0% |
| 5Y | +32.0% | +947.3% | -915.3% | +1.2% |
| 10Y | +102.9% | +3,244.4% | -3,141.5% | +44.6% |
| All | +102.9% | +3,258.4% | -3,155.5% | +44.6% |
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