+41.6%
XLE vs QID
-19.3%
+60.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.3% |
| 7D | -6.7% | +1.8% | -8.5% | -7.0% |
| 30D | -4.4% | +21.6% | -26.0% | -7.6% |
| 3M | +4.0% | +12.6% | -8.6% | +1.7% |
| 6M | +13.2% | +6.9% | +6.3% | +11.4% |
| YTD | +41.9% | -20.5% | +62.4% | +46.1% |
| 1Y | +41.6% | -18.1% | +59.7% | +46.6% |
| All | +41.6% | -19.3% | +60.9% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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