+54.9%
XLE vs BBY
+42.7%
+12.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.3% |
| 7D | 0.0% | +8.1% | -8.1% | -1.2% |
| 30D | +12.6% | +8.9% | +3.7% | +11.1% |
| 3M | +11.8% | +22.0% | -10.2% | +8.1% |
| 6M | +16.1% | +37.8% | -21.7% | +9.3% |
| YTD | +46.9% | +37.3% | +9.6% | +38.0% |
| 1Y | +53.3% | +21.6% | +31.7% | +47.4% |
| 3Y | +54.9% | +41.5% | +13.4% | +35.3% |
| All | +54.9% | +42.7% | +12.2% | +35.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling