+49.9%
XLE vs GRAB
-39.6%
+89.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +7.7% | -12.4% | -3.2% |
| 7D | -7.2% | +22.2% | -29.4% | -3.4% |
| 30D | +0.1% | +6.0% | -5.9% | +1.9% |
| 3M | +9.2% | -9.7% | +18.9% | +8.7% |
| 6M | +8.4% | -7.2% | +15.5% | +9.0% |
| YTD | +44.9% | -32.7% | +77.6% | +44.1% |
| 1Y | +49.9% | -41.9% | +91.8% | +50.3% |
| All | +49.9% | -39.6% | +89.5% | +50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 GRAB 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