+1,024.7%
XLE vs BBY
+1,301.7%
-276.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.2% | -4.0% | -1.4% |
| 7D | +2.2% | +9.5% | -7.3% | +0.6% |
| 30D | +11.8% | +6.8% | +4.9% | +10.3% |
| 3M | +9.8% | +28.9% | -19.0% | +4.8% |
| 6M | +15.6% | +37.8% | -22.2% | +8.3% |
| YTD | +45.3% | +38.7% | +6.5% | +35.7% |
| 1Y | +48.3% | +23.7% | +24.6% | +40.9% |
| 3Y | +55.4% | +39.1% | +16.3% | +42.1% |
| 5Y | +216.1% | -0.4% | +216.5% | +199.7% |
| 10Y | +178.4% | +234.0% | -55.6% | +114.5% |
| All | +1,024.7% | +1,301.7% | -276.9% | +592.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling