+49.9%
XLE vs RBLX
-53.0%
+102.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +8.5% | -13.2% | -4.3% |
| 7D | -7.2% | -7.5% | +0.2% | -7.3% |
| 30D | +0.1% | +10.6% | -10.5% | +0.6% |
| 3M | +9.2% | +33.3% | -24.1% | +10.5% |
| 6M | +8.4% | +3.7% | +4.7% | +9.1% |
| YTD | +44.9% | -39.1% | +84.0% | +47.8% |
| 1Y | +49.9% | -52.6% | +102.5% | +57.5% |
| All | +49.9% | -53.0% | +102.9% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBLX.
Daily Out/Under-Performance
Portfolio return minus RBLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBLX 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 RBLX 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