+593.0%
BE vs XLE
+132.4%
+460.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | -14.7% | -12.0% | -2.7% | -5.5% |
| 30D | -40.5% | -2.7% | -37.8% | -39.7% |
| 3M | -24.3% | +6.6% | -30.9% | -29.4% |
| 6M | -39.3% | +9.5% | -48.8% | -45.8% |
| YTD | +99.4% | +40.6% | +58.8% | +43.2% |
| 1Y | +26.6% | +43.6% | -17.0% | -11.1% |
| 3Y | +1,616.9% | +58.1% | +1,558.9% | +1,006.3% |
| 5Y | +441.4% | +152.2% | +289.2% | +120.1% |
| All | +593.0% | +132.4% | +460.6% | +98.5% |
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