+660.5%
XLE vs ASX
+3,515.0%
-2,854.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | +2.2% | -0.7% | +2.9% | +2.3% |
| 30D | +11.8% | +2.0% | +9.8% | +11.1% |
| 3M | +9.8% | -1.3% | +11.2% | +8.1% |
| 6M | +15.6% | +71.4% | -55.9% | 0.0% |
| YTD | +45.3% | +135.3% | -90.1% | +16.9% |
| 1Y | +48.3% | +267.5% | -219.2% | +7.7% |
| 3Y | +55.4% | +388.5% | -333.0% | +3.3% |
| 5Y | +216.1% | +417.1% | -201.0% | +101.7% |
| 10Y | +178.4% | +872.7% | -694.3% | +48.4% |
| All | +660.5% | +3,515.0% | -2,854.5% | +167.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling