+163.9%
XLE vs ASX
+878.5%
-714.6%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.3% | -2.8% | -0.2% |
| 7D | -6.7% | -9.1% | +2.4% | -5.4% |
| 30D | -4.4% | -23.6% | +19.2% | -0.2% |
| 3M | +4.0% | -5.6% | +9.6% | +3.2% |
| 6M | +13.2% | +4.7% | +8.5% | +6.7% |
| YTD | +41.9% | +122.6% | -80.7% | +8.4% |
| 1Y | +41.6% | +133.0% | -91.4% | +6.7% |
| 3Y | +64.0% | +367.1% | -303.1% | -3.4% |
| 5Y | +158.1% | +504.7% | -346.6% | +34.2% |
| 10Y | +163.9% | +887.2% | -723.3% | +2.5% |
| All | +163.9% | +878.5% | -714.6% | +2.5% |
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