+170.7%
XLE vs EAT
+373.3%
-202.6%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.4% | +4.5% | +1.8% |
| 7D | 0.0% | -4.9% | +4.9% | +1.0% |
| 30D | +12.6% | -1.2% | +13.8% | +12.6% |
| 3M | +11.8% | +52.2% | -40.4% | +2.0% |
| 6M | +16.1% | +65.0% | -49.0% | +2.8% |
| YTD | +46.9% | +55.0% | -8.2% | +31.2% |
| 1Y | +53.3% | +42.1% | +11.2% | +38.3% |
| 3Y | +54.9% | +614.7% | -559.8% | -8.1% |
| 5Y | +225.7% | +322.7% | -97.0% | +107.2% |
| 10Y | +170.7% | +382.0% | -211.4% | +38.8% |
| All | +170.7% | +373.3% | -202.6% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EAT 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling