+149.9%
XLE vs ASX
+431.2%
-281.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.4% | -6.4% | -0.7% |
| 7D | -12.0% | -19.9% | +7.9% | -10.2% |
| 30D | -2.7% | -30.9% | +28.1% | +0.5% |
| 3M | +6.6% | -15.1% | +21.7% | +7.3% |
| 6M | +9.5% | -6.5% | +16.0% | +7.2% |
| YTD | +40.6% | +98.4% | -57.9% | +19.9% |
| 1Y | +43.6% | +107.9% | -64.3% | +21.3% |
| 3Y | +58.1% | +325.3% | -267.2% | +11.0% |
| All | +149.9% | +431.2% | -281.3% | +58.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling