+50.3%
IREN vs XLE
+53.7%
-3.4%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.8% | -4.2% | -3.0% |
| 7D | +14.6% | +0.3% | +14.2% | +14.7% |
| 30D | +17.1% | +8.5% | +8.6% | +20.5% |
| 3M | -16.0% | +14.6% | -30.6% | -11.3% |
| 6M | +16.8% | +17.6% | -0.7% | +17.6% |
| YTD | +20.1% | +48.1% | -28.0% | +3.2% |
| 1Y | +50.3% | +53.8% | -3.5% | +31.7% |
| All | +50.3% | +53.7% | -3.4% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 XLE 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