+55.3%
BE vs XLY
+3.2%
+52.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.3% | -10.6% | -12.4% |
| 7D | -12.1% | +6.1% | -18.2% | -20.3% |
| 30D | -30.1% | +10.8% | -40.9% | -40.3% |
| 3M | -12.1% | +3.6% | -15.8% | -17.6% |
| 6M | -30.6% | +4.4% | -34.9% | -35.2% |
| YTD | +130.6% | +3.1% | +127.6% | +120.1% |
| 1Y | +55.3% | +3.6% | +51.7% | +48.3% |
| All | +55.3% | +3.2% | +52.1% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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