+649.7%
XLU vs CI
+1,214.4%
-564.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | +1.2% |
| 7D | +2.1% | -2.0% | +4.1% | +2.5% |
| 30D | -0.4% | -1.8% | +1.4% | -0.1% |
| 3M | +0.5% | -4.2% | +4.7% | +1.1% |
| 6M | -5.8% | +2.7% | -8.5% | -6.6% |
| YTD | +3.1% | +1.9% | +1.2% | +2.3% |
| 1Y | +8.1% | -6.3% | +14.4% | +8.3% |
| 3Y | +50.5% | +3.9% | +46.7% | +45.8% |
| 5Y | +44.7% | +41.9% | +2.8% | +31.1% |
| 10Y | +136.8% | +140.4% | -3.6% | +89.3% |
| All | +649.7% | +1,214.4% | -564.6% | +292.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded CI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling