+49.9%
XLE vs BAM
+4.2%
+45.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +6.2% | -10.9% | -3.5% |
| 7D | -7.2% | +14.2% | -21.4% | -4.8% |
| 30D | +0.1% | +21.0% | -20.9% | +3.6% |
| 3M | +9.2% | +5.2% | +4.0% | +10.8% |
| 6M | +8.4% | +16.0% | -7.6% | +11.8% |
| YTD | +44.9% | +6.5% | +38.4% | +50.1% |
| 1Y | +49.9% | +4.4% | +45.5% | +55.7% |
| All | +49.9% | +4.2% | +45.6% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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