+167.2%
XLE vs ASX
+754.3%
-587.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.4% | -6.4% | -1.3% |
| 7D | -12.0% | -19.9% | +7.9% | -8.4% |
| 30D | -2.7% | -30.9% | +28.1% | +3.7% |
| 3M | +6.6% | -15.1% | +21.7% | +8.1% |
| 6M | +9.5% | -6.5% | +16.0% | +5.7% |
| YTD | +40.6% | +98.4% | -57.9% | +10.0% |
| 1Y | +43.6% | +107.9% | -64.3% | +10.8% |
| 3Y | +58.1% | +325.3% | -267.2% | -5.2% |
| 5Y | +152.2% | +447.3% | -295.1% | +33.7% |
| All | +167.2% | +754.3% | -587.1% | +7.4% |
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