+41.6%
XLE vs PAAS
+11.3%
+30.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.8% | +6.3% | +0.1% |
| 7D | -6.7% | +4.2% | -10.9% | -6.4% |
| 30D | -4.4% | -13.8% | +9.4% | -4.8% |
| 3M | +4.0% | -22.7% | +26.7% | +3.3% |
| 6M | +13.2% | -32.1% | +45.3% | +12.5% |
| YTD | +41.9% | -22.3% | +64.2% | +39.7% |
| 1Y | +41.6% | +7.7% | +34.0% | +34.8% |
| All | +41.6% | +11.3% | +30.3% | +34.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling