+181.3%
XLE vs SPXU
-99.5%
+280.8%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +1.3% |
| 7D | +0.3% | +1.3% | -0.9% | +0.7% |
| 30D | +8.5% | +5.1% | +3.4% | +10.2% |
| 3M | +14.6% | -9.1% | +23.8% | +11.3% |
| 6M | +17.6% | -29.6% | +47.1% | +5.3% |
| YTD | +48.1% | -27.7% | +75.8% | +34.2% |
| 1Y | +53.8% | -37.0% | +90.8% | +33.8% |
| 3Y | +56.2% | -80.2% | +136.4% | -0.4% |
| 5Y | +227.7% | -86.0% | +313.7% | +112.2% |
| 10Y | +181.3% | -99.5% | +280.8% | -26.1% |
| All | +181.3% | -99.5% | +280.8% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling