+50.7%
XLE vs GNRC
+0.9%
+49.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.9% | -2.6% | +0.3% |
| 7D | +1.7% | -0.2% | +1.9% | +1.7% |
| 30D | +6.7% | -15.7% | +22.5% | +6.8% |
| 3M | +14.9% | -27.3% | +42.2% | +15.0% |
| 6M | +15.9% | -12.1% | +28.0% | +14.8% |
| YTD | +47.7% | +37.1% | +10.6% | +40.7% |
| 1Y | +50.7% | -0.5% | +51.2% | +41.6% |
| All | +50.7% | +0.9% | +49.8% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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