+58.1%
XLE vs SPXU
-79.5%
+137.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | -0.1% |
| 7D | -12.0% | +7.6% | -19.6% | -10.9% |
| 30D | -2.7% | +17.5% | -20.3% | -0.3% |
| 3M | +6.6% | +14.7% | -8.1% | +8.9% |
| 6M | +9.5% | -0.1% | +9.6% | +9.6% |
| YTD | +40.6% | -19.8% | +60.4% | +35.6% |
| 1Y | +43.6% | -23.7% | +67.3% | +37.2% |
| 3Y | +58.1% | -79.5% | +137.6% | +20.2% |
| All | +58.1% | -79.5% | +137.6% | +20.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling