+170.7%
XLE vs BEN
+56.5%
+114.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.2% |
| 7D | 0.0% | +4.7% | -4.7% | -2.0% |
| 30D | +12.6% | +2.6% | +10.0% | +11.2% |
| 3M | +11.8% | +11.5% | +0.3% | +6.0% |
| 6M | +16.1% | +35.3% | -19.3% | +0.1% |
| YTD | +46.9% | +48.6% | -1.8% | +20.9% |
| 1Y | +53.3% | +46.7% | +6.6% | +26.4% |
| 3Y | +54.9% | +57.0% | -2.1% | +18.7% |
| 5Y | +225.7% | +41.8% | +183.9% | +149.3% |
| 10Y | +170.7% | +55.2% | +115.4% | +73.1% |
| All | +170.7% | +56.5% | +114.2% | +73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling