+4,177.7%
DELL vs XLE
+175.5%
+4,002.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | -0.1% |
| 7D | +8.7% | +0.3% | +8.4% | +8.6% |
| 30D | +16.9% | +8.5% | +8.4% | +12.4% |
| 3M | +40.4% | +14.6% | +25.8% | +31.0% |
| 6M | +267.1% | +17.6% | +249.5% | +235.4% |
| YTD | +329.1% | +48.1% | +281.0% | +250.5% |
| 1Y | +346.9% | +53.8% | +293.1% | +257.3% |
| 3Y | +696.6% | +56.2% | +640.4% | +530.2% |
| 5Y | +1,106.2% | +227.7% | +878.5% | +557.8% |
| 10Y | +4,177.7% | +181.3% | +3,996.4% | +2,167.3% |
| All | +4,177.7% | +175.5% | +4,002.2% | +2,167.3% |
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