+21.3%
XLP vs GEHC
+12.6%
+8.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.7% | +0.6% |
| 7D | -0.5% | -3.7% | +3.2% | 0.0% |
| 30D | +8.3% | +22.0% | -13.7% | +5.4% |
| 3M | +8.7% | +13.6% | -4.9% | +6.6% |
| 6M | +11.2% | +34.0% | -22.8% | +6.9% |
| YTD | +20.0% | +0.9% | +19.1% | +18.0% |
| 1Y | +21.3% | +12.7% | +8.6% | +17.8% |
| All | +21.3% | +12.6% | +8.7% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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