+53.3%
XLE vs EMR
+16.0%
+37.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.1% |
| 7D | 0.0% | +3.1% | -3.1% | +0.3% |
| 30D | +12.6% | -3.5% | +16.2% | +12.3% |
| 3M | +11.8% | +9.8% | +2.1% | +12.6% |
| 6M | +16.1% | +10.8% | +5.3% | +17.3% |
| YTD | +46.9% | +15.9% | +30.9% | +47.0% |
| 1Y | +53.3% | +16.4% | +36.8% | +53.2% |
| All | +53.3% | +16.0% | +37.2% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EMR 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling