+53.3%
XLE vs BEN
+45.8%
+7.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | 0.0% | +4.7% | -4.7% | +0.4% |
| 30D | +12.6% | +2.6% | +10.0% | +12.9% |
| 3M | +11.8% | +11.5% | +0.3% | +12.5% |
| 6M | +16.1% | +35.3% | -19.3% | +17.8% |
| YTD | +46.9% | +48.6% | -1.8% | +46.6% |
| 1Y | +53.3% | +46.7% | +6.6% | +50.2% |
| All | +53.3% | +45.8% | +7.5% | +50.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling