+5.2%
XYZ vs TECK
+74.0%
-68.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.4% |
| 7D | -3.7% | +4.9% | -8.6% | -4.7% |
| 30D | +0.5% | +5.2% | -4.7% | -0.5% |
| 3M | +16.3% | +13.8% | +2.5% | +13.0% |
| 6M | +21.1% | +38.5% | -17.3% | +13.4% |
| YTD | +22.0% | +47.3% | -25.4% | +9.5% |
| 1Y | +5.2% | +81.0% | -75.8% | -8.0% |
| All | +5.2% | +74.0% | -68.8% | -8.0% |
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