+174.3%
XLE vs PAAS
+206.7%
-32.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.6% |
| 7D | +2.2% | -2.9% | +5.1% | +2.5% |
| 30D | +11.8% | +6.8% | +5.0% | +10.7% |
| 3M | +9.8% | -2.9% | +12.7% | +9.6% |
| 6M | +15.6% | -16.4% | +32.0% | +16.8% |
| YTD | +45.3% | 0.0% | +45.2% | +42.4% |
| 1Y | +48.3% | +54.3% | -6.0% | +36.1% |
| 3Y | +55.4% | +230.7% | -175.2% | +24.6% |
| 5Y | +216.1% | +111.6% | +104.5% | +163.7% |
| All | +174.3% | +206.7% | -32.4% | +114.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling