+70.0%
XLE vs BEN
+86.4%
-16.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.5% | +0.9% |
| 7D | +5.4% | +6.8% | -1.4% | +4.4% |
| 30D | -3.9% | +18.0% | -21.9% | -6.3% |
| 3M | +7.0% | +7.5% | -0.4% | +5.8% |
| 6M | +14.2% | +14.7% | -0.5% | +11.3% |
| YTD | +48.2% | +56.1% | -7.9% | +34.5% |
| 1Y | +47.7% | +69.6% | -21.9% | +31.3% |
| 3Y | +70.0% | +87.7% | -17.7% | +45.4% |
| All | +70.0% | +86.4% | -16.4% | +45.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling