+58.1%
XLE vs PAAS
+182.2%
-124.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.1% |
| 7D | -12.0% | +8.4% | -20.4% | -12.3% |
| 30D | -2.7% | -7.2% | +4.4% | -2.4% |
| 3M | +6.6% | -14.0% | +20.6% | +7.2% |
| 6M | +9.5% | -26.8% | +36.3% | +11.1% |
| YTD | +40.6% | -19.8% | +60.3% | +40.0% |
| 1Y | +43.6% | +22.8% | +20.8% | +36.1% |
| 3Y | +58.1% | +183.6% | -125.6% | +30.2% |
| All | +58.1% | +182.2% | -124.1% | +30.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling