+48.3%
XLE vs C
+47.6%
+0.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.9% |
| 7D | +2.2% | +3.6% | -1.4% | +2.5% |
| 30D | +11.8% | +0.1% | +11.7% | +11.8% |
| 3M | +9.8% | +2.4% | +7.4% | +10.1% |
| 6M | +15.6% | +24.9% | -9.4% | +16.2% |
| YTD | +45.3% | +19.8% | +25.5% | +46.5% |
| 1Y | +48.3% | +44.9% | +3.4% | +43.3% |
| All | +48.3% | +47.6% | +0.7% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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