+37.5%
CVX vs XLRE
+9.1%
+28.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.3% |
| 7D | +3.3% | -1.2% | +4.6% | +3.3% |
| 30D | +12.9% | -2.8% | +15.7% | +12.8% |
| 3M | +11.7% | -0.2% | +11.9% | +11.8% |
| 6M | +14.1% | +1.9% | +12.2% | +15.3% |
| YTD | +40.7% | +10.6% | +30.1% | +38.4% |
| 1Y | +37.5% | +8.8% | +28.7% | +35.1% |
| All | +37.5% | +9.1% | +28.4% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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