+65.1%
XLE vs PAAS
+224.2%
-159.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.9% | -2.4% | +0.4% |
| 7D | -7.9% | +8.8% | -16.7% | -8.2% |
| 30D | -4.8% | -8.5% | +3.6% | -4.4% |
| 3M | +8.4% | -17.0% | +25.4% | +9.3% |
| 6M | +12.7% | -27.9% | +40.6% | +14.5% |
| YTD | +41.3% | -17.5% | +58.8% | +40.6% |
| 1Y | +42.3% | +22.8% | +19.5% | +35.2% |
| 3Y | +65.1% | +224.2% | -159.1% | +35.8% |
| All | +65.1% | +224.2% | -159.1% | +35.8% |
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 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