+172.7%
XLE vs GEN
+158.5%
+14.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.5% |
| 7D | +2.2% | -1.2% | +3.4% | +2.4% |
| 30D | +11.8% | +10.1% | +1.6% | +9.8% |
| 3M | +9.8% | +16.1% | -6.3% | +6.6% |
| 6M | +15.6% | +38.9% | -23.3% | +8.0% |
| YTD | +45.3% | +14.4% | +30.8% | +40.6% |
| 1Y | +48.3% | +5.9% | +42.4% | +45.6% |
| 3Y | +55.4% | +58.8% | -3.3% | +39.8% |
| 5Y | +216.1% | +24.7% | +191.4% | +191.4% |
| All | +172.7% | +158.5% | +14.2% | +103.1% |
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