+16.1%
XLE vs SUNB
+1.6%
+14.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.9% | -5.1% | +1.5% |
| 7D | +0.3% | +9.4% | -9.1% | +1.4% |
| 30D | +8.5% | -6.9% | +15.4% | +7.7% |
| 3M | +14.6% | -11.3% | +25.9% | +13.5% |
| 6M | +17.6% | -1.8% | +19.3% | +20.2% |
| All | +16.1% | +1.6% | +14.5% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 1y: compounded portfolio wealth divided by compounded SUNB 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…
1y analysis · Full analysis span regression · 6 months rolling