+177.8%
XLE vs SU
+267.2%
-89.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.5% | +0.4% |
| 7D | +1.7% | +2.2% | -0.5% | +0.2% |
| 30D | +6.7% | +8.4% | -1.7% | +1.1% |
| 3M | +14.9% | +12.1% | +2.8% | +6.2% |
| 6M | +15.9% | +19.7% | -3.8% | +2.3% |
| YTD | +47.7% | +58.4% | -10.7% | +8.4% |
| 1Y | +50.7% | +67.2% | -16.5% | +6.5% |
| 3Y | +57.9% | +125.0% | -67.2% | -9.9% |
| 5Y | +227.0% | +355.1% | -128.1% | +14.2% |
| All | +177.8% | +267.2% | -89.4% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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