+547.9%
IREN vs XLE
+55.1%
+492.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.0% | 0.0% | +20.0% | +20.0% |
| 7D | -9.6% | -12.0% | +2.4% | -4.9% |
| 30D | -44.1% | -2.7% | -41.3% | -43.5% |
| 3M | -42.9% | +6.6% | -49.5% | -44.9% |
| 6M | -64.5% | +9.5% | -74.0% | -66.7% |
| YTD | -42.7% | +40.6% | -83.3% | -57.0% |
| 1Y | -67.7% | +43.6% | -111.3% | -76.2% |
| 3Y | +547.9% | +58.1% | +489.8% | +365.4% |
| All | +547.9% | +55.1% | +492.8% | +365.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling