+409.5%
XME vs ALK
-38.6%
+448.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.2% | +2.2% |
| 7D | +3.6% | +0.1% | +3.5% | +3.5% |
| 30D | +3.6% | -18.5% | +22.1% | +11.2% |
| 3M | +1.2% | -3.6% | +4.8% | +1.3% |
| 6M | +9.0% | -3.7% | +12.7% | +7.8% |
| YTD | +15.9% | -19.0% | +34.9% | +21.4% |
| 1Y | +43.2% | -36.0% | +79.2% | +62.2% |
| 3Y | +137.4% | +2.3% | +135.0% | +110.5% |
| 5Y | +185.0% | -27.8% | +212.8% | +181.4% |
| 10Y | +409.5% | -39.0% | +448.4% | +353.2% |
| All | +409.5% | -38.6% | +448.1% | +353.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALK 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling