+75.8%
ALB vs XME
+42.3%
+33.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.3% |
| 7D | -8.6% | -0.2% | -8.4% | -8.4% |
| 30D | -4.0% | +1.4% | -5.4% | -5.5% |
| 3M | -17.4% | +2.7% | -20.1% | -19.4% |
| 6M | -25.4% | +6.5% | -31.9% | -30.7% |
| YTD | -10.5% | +15.2% | -25.7% | -21.9% |
| 1Y | +75.8% | +43.5% | +32.3% | +16.2% |
| All | +75.8% | +42.3% | +33.6% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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