+113.7%
XLE vs ANET
+5,373.0%
-5,259.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ANET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.5% | -0.3% |
| 7D | +0.5% | -1.3% | +1.8% | +0.7% |
| 30D | +6.6% | -4.5% | +11.0% | +7.1% |
| 3M | +12.3% | +24.5% | -12.3% | +7.8% |
| 6M | +18.4% | +35.4% | -17.0% | +11.4% |
| YTD | +47.2% | +44.2% | +3.0% | +36.5% |
| 1Y | +50.3% | +25.4% | +24.9% | +41.6% |
| 3Y | +55.3% | +284.8% | -229.5% | +15.8% |
| 5Y | +226.0% | +761.7% | -535.7% | +101.4% |
| 10Y | +179.7% | +3,691.2% | -3,511.5% | +31.6% |
| All | +113.7% | +5,373.0% | -5,259.3% | -2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ANET.
Daily Out/Under-Performance
Portfolio return minus ANET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ANET 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 all: compounded portfolio wealth divided by compounded ANET 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…
all analysis · Full analysis span regression · 6 months rolling