+65.8%
XLE vs ASX
+396.7%
-330.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.6% | -4.7% | +1.5% |
| 7D | -0.2% | +0.8% | -1.1% | -0.4% |
| 30D | -4.0% | -20.4% | +16.4% | -3.3% |
| 3M | +4.6% | -2.1% | +6.8% | +4.2% |
| 6M | +12.3% | +8.2% | +4.1% | +10.1% |
| YTD | +44.5% | +137.3% | -92.7% | +27.8% |
| 1Y | +42.4% | +155.0% | -112.6% | +24.5% |
| All | +65.8% | +396.7% | -330.9% | +23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling