+226.0%
XLE vs RBLX
-48.3%
+274.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.6% |
| 7D | +0.5% | +8.1% | -7.6% | +0.2% |
| 30D | +6.6% | +23.9% | -17.3% | +5.7% |
| 3M | +12.3% | +8.1% | +4.1% | +11.4% |
| 6M | +18.4% | -23.7% | +42.1% | +19.0% |
| YTD | +47.2% | -44.6% | +91.8% | +49.8% |
| 1Y | +50.3% | -66.2% | +116.5% | +56.3% |
| 3Y | +55.3% | +54.7% | +0.6% | +49.5% |
| 5Y | +226.0% | -48.9% | +274.9% | +215.8% |
| All | +226.0% | -48.3% | +274.2% | +215.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling