+218.0%
XLE vs BEN
+39.3%
+178.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.5% | -4.4% | -1.7% |
| 7D | +2.2% | +0.2% | +2.0% | +2.1% |
| 30D | +11.8% | -0.5% | +12.3% | +11.8% |
| 3M | +9.8% | +9.7% | +0.1% | +6.9% |
| 6M | +15.6% | +33.9% | -18.3% | +6.3% |
| YTD | +45.3% | +49.0% | -3.7% | +29.2% |
| 1Y | +48.3% | +42.1% | +6.2% | +33.4% |
| 3Y | +55.4% | +51.9% | +3.6% | +33.6% |
| All | +218.0% | +39.3% | +178.7% | +168.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling