+41.6%
XLE vs ASX
+133.5%
-91.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.3% | -2.8% | +0.5% |
| 7D | -6.7% | -9.1% | +2.4% | -7.1% |
| 30D | -4.4% | -23.6% | +19.2% | -5.7% |
| 3M | +4.0% | -5.6% | +9.6% | +4.2% |
| 6M | +13.2% | +4.7% | +8.5% | +15.4% |
| YTD | +41.9% | +122.6% | -80.7% | +49.8% |
| 1Y | +41.6% | +133.0% | -91.4% | +49.9% |
| All | +41.6% | +133.5% | -91.8% | +49.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling