+48.3%
XLE vs D
+16.8%
+31.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.4% | -0.8% |
| 7D | +2.2% | +1.5% | +0.7% | +2.1% |
| 30D | +11.8% | -2.6% | +14.4% | +12.1% |
| 3M | +9.8% | 0.0% | +9.8% | +9.9% |
| 6M | +15.6% | +7.4% | +8.2% | +14.6% |
| YTD | +45.3% | +15.9% | +29.4% | +42.5% |
| 1Y | +48.3% | +18.1% | +30.2% | +46.6% |
| All | +48.3% | +16.8% | +31.5% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 2025-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling