+106.2%
XLP vs MELI
+936.0%
-829.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -0.9% |
| 7D | -2.9% | -6.5% | +3.6% | -2.4% |
| 30D | -2.2% | +2.8% | -5.1% | -2.5% |
| 3M | -0.6% | +14.3% | -14.9% | -1.8% |
| 6M | -2.2% | +6.0% | -8.2% | -3.0% |
| YTD | +8.3% | -6.8% | +15.1% | +8.4% |
| 1Y | +5.7% | -20.9% | +26.7% | +7.1% |
| 3Y | +25.7% | +31.4% | -5.7% | +20.0% |
| 5Y | +31.3% | -0.4% | +31.7% | +24.7% |
| 10Y | +106.2% | +951.2% | -845.0% | +46.8% |
| All | +106.2% | +936.0% | -829.8% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MELI.
Daily Out/Under-Performance
Portfolio return minus MELI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MELI 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 MELI 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