+53.3%
XLE vs SPGI
-14.9%
+68.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.2% | +4.3% | +0.9% |
| 7D | 0.0% | -2.5% | +2.5% | -0.1% |
| 30D | +12.6% | +5.4% | +7.2% | +13.0% |
| 3M | +11.8% | +9.0% | +2.8% | +12.5% |
| 6M | +16.1% | +0.8% | +15.3% | +16.4% |
| YTD | +46.9% | -12.6% | +59.4% | +46.1% |
| 1Y | +53.3% | -16.1% | +69.4% | +51.8% |
| All | +53.3% | -14.9% | +68.1% | +51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SPGI 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling