+167.2%
XLE vs PAAS
+192.1%
-24.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.2% |
| 7D | -12.0% | +8.4% | -20.4% | -12.8% |
| 30D | -2.7% | -7.2% | +4.4% | -2.1% |
| 3M | +6.6% | -14.0% | +20.6% | +7.8% |
| 6M | +9.5% | -26.8% | +36.3% | +12.3% |
| YTD | +40.6% | -19.8% | +60.3% | +40.8% |
| 1Y | +43.6% | +22.8% | +20.8% | +35.5% |
| 3Y | +58.1% | +183.6% | -125.6% | +28.9% |
| 5Y | +152.2% | +73.8% | +78.4% | +115.0% |
| All | +167.2% | +192.1% | -24.9% | +106.8% |
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