+53.3%
XLE vs WEC
+3.0%
+50.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | +0.1% | +1.0% |
| 7D | 0.0% | +0.8% | -0.8% | -0.1% |
| 30D | +12.6% | +0.3% | +12.3% | +12.6% |
| 3M | +11.8% | -2.9% | +14.8% | +12.5% |
| 6M | +16.1% | -5.9% | +22.0% | +17.2% |
| YTD | +46.9% | +4.1% | +42.7% | +46.0% |
| 1Y | +53.3% | +3.1% | +50.1% | +52.9% |
| All | +53.3% | +3.0% | +50.3% | +52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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