+163.9%
XLE vs GEN
+166.9%
-3.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -7.9% | -0.3% | -7.6% | -7.9% |
| 30D | -4.8% | +28.2% | -33.0% | -8.9% |
| 3M | +8.4% | +2.6% | +5.8% | +7.2% |
| 6M | +12.7% | +32.7% | -20.0% | +6.0% |
| YTD | +41.3% | +11.3% | +30.0% | +36.7% |
| 1Y | +42.3% | +17.9% | +24.4% | +36.0% |
| 3Y | +65.1% | +66.3% | -1.3% | +46.6% |
| 5Y | +150.2% | +31.7% | +118.5% | +127.0% |
| 10Y | +163.9% | +150.0% | +13.9% | +99.3% |
| All | +163.9% | +166.9% | -3.0% | +99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling