+285.5%
XENE price history and return analytics
+230.1%
+55.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.0% |
| 7D | +3.3% | +2.4% | +1.0% | +1.3% |
| 30D | +19.4% | -1.5% | +20.9% | +21.1% |
| 3M | -37.0% | -4.1% | -32.9% | -34.6% |
| 6M | -27.6% | +0.6% | -28.1% | -28.1% |
| YTD | -9.7% | +11.0% | -20.7% | -18.1% |
| 1Y | +1.1% | +13.3% | -12.2% | -9.9% |
| 3Y | +36.3% | +73.4% | -37.1% | -15.9% |
| 5Y | +28.7% | +57.4% | -28.8% | -13.3% |
| 10Y | +419.0% | +221.7% | +197.3% | +107.7% |
| All | +285.5% | +230.1% | +55.4% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling