+91.9%
IREN vs XLE
+166.8%
-74.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.1% | +3.9% | +4.5% |
| 7D | +27.5% | 0.0% | +27.5% | +27.4% |
| 30D | +13.8% | +12.6% | +1.2% | +6.4% |
| 3M | -20.7% | +11.8% | -32.6% | -26.0% |
| 6M | +27.9% | +16.1% | +11.8% | +14.1% |
| YTD | +24.3% | +46.9% | -22.6% | -5.3% |
| 1Y | +79.2% | +53.3% | +25.9% | +32.2% |
| 3Y | +904.9% | +54.9% | +850.0% | +637.0% |
| All | +91.9% | +166.8% | -74.8% | +41.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling