-28.1%
BE vs XLE
+12.9%
-41.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.5% | -5.1% | -2.3% |
| 7D | +20.5% | +4.4% | +16.2% | +24.8% |
| 30D | -23.4% | -4.3% | -19.1% | -27.5% |
| 3M | -14.9% | +6.0% | -20.9% | -6.2% |
| 6M | -28.1% | +13.2% | -41.3% | -8.0% |
| All | -28.1% | +12.9% | -41.0% | -8.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling