+45.0%
XLE vs DECK
+10.4%
+34.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.5% | -1.4% | -3.1% |
| 7D | -10.3% | +6.0% | -16.3% | -9.7% |
| 30D | -3.3% | +7.4% | -10.8% | -2.5% |
| 3M | +8.2% | -11.7% | +19.8% | +7.5% |
| 6M | +5.0% | -11.0% | +16.0% | +4.5% |
| YTD | +40.6% | -15.4% | +55.9% | +39.7% |
| 1Y | +45.0% | +7.2% | +37.8% | +38.0% |
| All | +45.0% | +10.4% | +34.6% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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