+174.3%
XLE vs ASX
+863.2%
-688.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | +2.2% | -0.7% | +2.9% | +2.3% |
| 30D | +11.8% | +2.0% | +9.8% | +11.0% |
| 3M | +9.8% | -1.3% | +11.2% | +7.8% |
| 6M | +15.6% | +71.4% | -55.9% | -2.8% |
| YTD | +45.3% | +135.3% | -90.1% | +11.5% |
| 1Y | +48.3% | +267.5% | -219.2% | -0.3% |
| 3Y | +55.4% | +388.5% | -333.0% | -8.0% |
| 5Y | +216.1% | +417.1% | -201.0% | +76.8% |
| All | +174.3% | +863.2% | -688.9% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling