+988.3%
XLE vs BEN
+396.4%
+591.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.7% | -4.7% | -1.9% |
| 7D | -12.0% | +6.6% | -18.6% | -14.5% |
| 30D | -2.7% | +3.8% | -6.6% | -4.7% |
| 3M | +6.6% | +0.2% | +6.4% | +5.8% |
| 6M | +9.5% | +10.4% | -0.9% | +3.6% |
| YTD | +40.6% | +46.2% | -5.6% | +17.0% |
| 1Y | +43.6% | +52.3% | -8.7% | +17.2% |
| 3Y | +58.1% | +65.9% | -7.9% | +19.9% |
| 5Y | +152.2% | +20.6% | +131.6% | +112.0% |
| 10Y | +172.9% | +64.8% | +108.2% | +90.3% |
| All | +988.3% | +396.4% | +591.9% | +389.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling