+49.9%
XLE vs ACWI
+14.9%
+35.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.7% | -6.4% | -4.0% |
| 7D | -7.2% | -0.5% | -6.7% | -7.3% |
| 30D | +0.1% | -1.6% | +1.7% | -0.4% |
| 3M | +9.2% | -1.3% | +10.5% | +8.8% |
| 6M | +8.4% | +5.8% | +2.5% | +10.7% |
| YTD | +44.9% | +12.7% | +32.2% | +49.7% |
| 1Y | +49.9% | +15.0% | +34.8% | +54.3% |
| All | +49.9% | +14.9% | +35.0% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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