+1,008.9%
BE vs XLE
+142.8%
+866.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.1% | +8.5% | +8.8% |
| 7D | +29.8% | 0.0% | +29.8% | +29.7% |
| 30D | +26.4% | +12.6% | +13.7% | +14.1% |
| 3M | +9.3% | +11.8% | -2.5% | -2.4% |
| 6M | +105.1% | +16.1% | +89.0% | +75.1% |
| YTD | +219.0% | +46.9% | +172.2% | +123.9% |
| 1Y | +418.8% | +53.3% | +365.5% | +248.8% |
| 3Y | +1,784.6% | +54.9% | +1,729.6% | +1,153.7% |
| 5Y | +1,251.0% | +225.7% | +1,025.3% | +340.6% |
| All | +1,008.9% | +142.8% | +866.1% | +210.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling