+55.3%
BE vs XLE
+50.1%
+5.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.7% | -1.6% | -7.9% |
| 7D | -12.1% | -7.2% | -4.9% | -14.3% |
| 30D | -30.1% | +0.1% | -30.2% | -29.9% |
| 3M | -12.1% | +9.2% | -21.3% | -10.4% |
| 6M | -30.6% | +8.4% | -38.9% | -28.0% |
| YTD | +130.6% | +44.9% | +85.7% | +90.3% |
| 1Y | +55.3% | +49.9% | +5.4% | +29.2% |
| All | +55.3% | +50.1% | +5.2% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 XLE 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