+41.0%
XLE vs GEN
+17.6%
+23.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -4.4% |
| 3M | +8.4% | +2.6% | +5.8% | +8.2% |
| 6M | +12.7% | +32.7% | -20.0% | +12.9% |
| YTD | +41.3% | +11.3% | +30.0% | +46.5% |
| All | +41.0% | +17.6% | +23.4% | +44.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling