+52.4%
XLE vs SOLS
+22.7%
+29.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.1% | +1.1% |
| 7D | 0.0% | +4.5% | -4.5% | +0.1% |
| 30D | +12.6% | +6.0% | +6.6% | +12.7% |
| 3M | +11.8% | -19.7% | +31.5% | +11.8% |
| 6M | +16.1% | -10.4% | +26.5% | +15.7% |
| YTD | +46.9% | +33.3% | +13.6% | +45.2% |
| All | +52.4% | +22.7% | +29.7% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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