+48.3%
XLE vs BBY
+27.1%
+21.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.2% | -4.0% | -0.8% |
| 7D | +2.2% | +9.5% | -7.3% | +2.3% |
| 30D | +11.8% | +6.8% | +4.9% | +11.9% |
| 3M | +9.8% | +28.9% | -19.0% | +10.0% |
| 6M | +15.6% | +37.8% | -22.2% | +16.0% |
| YTD | +45.3% | +38.7% | +6.5% | +45.8% |
| 1Y | +48.3% | +23.7% | +24.6% | +50.8% |
| All | +48.3% | +27.1% | +21.2% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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