+53.3%
XLE vs GEHC
-12.1%
+65.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.0% | +4.1% | +0.9% |
| 7D | 0.0% | -5.2% | +5.2% | -0.4% |
| 30D | +12.6% | -7.0% | +19.6% | +12.1% |
| 3M | +11.8% | +3.3% | +8.5% | +12.3% |
| 6M | +16.1% | -10.0% | +26.1% | +16.4% |
| YTD | +46.9% | -18.5% | +65.3% | +47.9% |
| 1Y | +53.3% | -14.4% | +67.7% | +53.3% |
| All | +53.3% | -12.1% | +65.4% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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