+176.9%
XLE vs CNC
+96.8%
+80.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -1.0% |
| 7D | +0.5% | -3.9% | +4.3% | +1.2% |
| 30D | +6.6% | +0.8% | +5.8% | +6.3% |
| 3M | +12.3% | +0.1% | +12.2% | +11.8% |
| 6M | +18.4% | +79.7% | -61.3% | +4.1% |
| YTD | +47.2% | +58.9% | -11.7% | +31.7% |
| 1Y | +50.3% | +109.1% | -58.9% | +25.5% |
| 3Y | +55.3% | 0.0% | +55.3% | +45.0% |
| 5Y | +226.0% | +9.5% | +216.5% | +185.7% |
| All | +176.9% | +96.8% | +80.1% | +123.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CNC 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling