+911.5%
BE vs XLE
+140.1%
+771.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.9% | +8.2% | +8.0% |
| 7D | +20.0% | +2.2% | +17.8% | +17.8% |
| 30D | +7.9% | +11.8% | -3.9% | -2.1% |
| 3M | -13.2% | +9.8% | -23.0% | -21.3% |
| 6M | +53.5% | +15.6% | +37.9% | +31.3% |
| YTD | +191.0% | +45.3% | +145.8% | +105.9% |
| 1Y | +360.5% | +48.3% | +312.2% | +217.7% |
| 3Y | +1,568.0% | +55.4% | +1,512.6% | +1,004.8% |
| 5Y | +1,055.2% | +216.1% | +839.1% | +286.6% |
| All | +911.5% | +140.1% | +771.4% | +185.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling