+43.6%
XLE vs GPC
+2.6%
+41.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | -0.1% |
| 7D | -12.0% | +1.6% | -13.6% | -11.9% |
| 30D | -2.7% | -2.1% | -0.7% | -2.8% |
| 3M | +6.6% | -6.8% | +13.4% | +6.4% |
| 6M | +9.5% | +18.6% | -9.1% | +10.1% |
| YTD | +40.6% | +2.7% | +37.9% | +40.6% |
| 1Y | +43.6% | +1.8% | +41.8% | +44.4% |
| All | +43.6% | +2.6% | +41.0% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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