+346.9%
DELL vs XLE
+53.7%
+293.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | +0.4% |
| 7D | +8.7% | +0.3% | +8.4% | +8.8% |
| 30D | +16.9% | +8.5% | +8.4% | +18.0% |
| 3M | +40.4% | +14.6% | +25.8% | +42.7% |
| 6M | +267.1% | +17.6% | +249.5% | +262.4% |
| YTD | +329.1% | +48.1% | +281.0% | +315.6% |
| 1Y | +346.9% | +53.8% | +293.1% | +340.4% |
| All | +346.9% | +53.7% | +293.2% | +340.4% |
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 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