+32.6%
XYZ vs TECK
+52.7%
-20.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +7.0% | -3.4% | +2.0% |
| 7D | +14.9% | +3.1% | +11.8% | +14.1% |
| 30D | +14.7% | -5.0% | +19.6% | +15.7% |
| 3M | +12.1% | -2.6% | +14.7% | +12.3% |
| 6M | +18.3% | 0.0% | +18.4% | +17.8% |
| YTD | +36.1% | +35.6% | +0.4% | +22.3% |
| All | +32.6% | +52.7% | -20.1% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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