+181.3%
XLE vs EEM
+128.0%
+53.3%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.2% |
| 7D | +0.3% | +2.0% | -1.7% | -1.0% |
| 30D | +8.5% | +5.1% | +3.4% | +4.8% |
| 3M | +14.6% | +4.6% | +10.0% | +9.4% |
| 6M | +17.6% | +17.8% | -0.2% | +0.7% |
| YTD | +48.1% | +25.8% | +22.3% | +19.8% |
| 1Y | +53.8% | +36.4% | +17.4% | +16.4% |
| 3Y | +56.2% | +90.0% | -33.8% | -11.2% |
| 5Y | +227.7% | +46.6% | +181.2% | +129.5% |
| 10Y | +181.3% | +132.3% | +49.1% | +35.3% |
| All | +181.3% | +128.0% | +53.3% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded EEM 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling