+15.6%
XLE vs GEN
+37.7%
-22.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -1.0% |
| 7D | +2.2% | -1.2% | +3.4% | +2.1% |
| 30D | +11.8% | +10.1% | +1.6% | +12.5% |
| 3M | +9.8% | +16.1% | -6.3% | +11.1% |
| 6M | +15.6% | +38.9% | -23.3% | +15.5% |
| All | +15.6% | +37.7% | -22.1% | +15.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling