+163.9%
XLE vs PWR
+1,818.7%
-1,654.8%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.9% |
| 7D | -6.7% | -11.2% | +4.5% | -3.2% |
| 30D | -4.4% | -17.4% | +13.0% | +1.4% |
| 3M | +4.0% | -11.7% | +15.7% | +6.9% |
| 6M | +13.2% | -21.7% | +34.9% | +19.7% |
| YTD | +41.9% | +38.3% | +3.6% | +15.4% |
| 1Y | +41.6% | +29.6% | +12.1% | +17.9% |
| 3Y | +64.0% | +236.1% | -172.2% | -21.2% |
| 5Y | +158.1% | +406.3% | -248.2% | -6.9% |
| 10Y | +163.9% | +1,796.7% | -1,632.8% | -62.7% |
| All | +163.9% | +1,818.7% | -1,654.8% | -62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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