+85.4%
BE vs XLE
+47.6%
+37.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.0% | -5.9% | -4.8% |
| 7D | +10.8% | +5.4% | +5.4% | +11.7% |
| 30D | -19.8% | -3.9% | -15.8% | -21.0% |
| 3M | -18.7% | +7.0% | -25.7% | -17.7% |
| 6M | -33.7% | +14.2% | -47.9% | -32.2% |
| YTD | +121.0% | +48.2% | +72.8% | +73.3% |
| 1Y | +85.4% | +47.7% | +37.7% | +49.8% |
| All | +85.4% | +47.6% | +37.8% | +49.8% |
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