+181.3%
XLE vs PSA
+98.4%
+82.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.2% | +1.4% |
| 7D | +0.3% | -2.2% | +2.6% | +0.9% |
| 30D | +8.5% | -9.6% | +18.1% | +11.3% |
| 3M | +14.6% | -7.9% | +22.5% | +16.8% |
| 6M | +17.6% | -2.0% | +19.6% | +17.3% |
| YTD | +48.1% | +15.7% | +32.3% | +40.7% |
| 1Y | +53.8% | +5.8% | +48.0% | +49.8% |
| 3Y | +56.2% | +21.6% | +34.6% | +43.5% |
| 5Y | +227.7% | +13.1% | +214.6% | +203.3% |
| 10Y | +181.3% | +101.3% | +80.0% | +115.1% |
| All | +181.3% | +98.4% | +82.9% | +115.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded PSA 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling