+4,681.2%
DELL vs XLE
+178.6%
+4,502.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.9% |
| 7D | +14.9% | +2.2% | +12.7% | +13.7% |
| 30D | +13.3% | +11.8% | +1.5% | +7.3% |
| 3M | +24.4% | +9.8% | +14.6% | +18.5% |
| 6M | +258.0% | +15.6% | +242.4% | +229.5% |
| YTD | +320.2% | +45.3% | +274.9% | +246.0% |
| 1Y | +319.1% | +48.3% | +270.7% | +240.6% |
| 3Y | +706.5% | +55.4% | +651.1% | +538.8% |
| 5Y | +1,071.9% | +216.1% | +855.8% | +548.0% |
| 10Y | +4,683.5% | +178.4% | +4,505.1% | +2,456.8% |
| All | +4,681.2% | +178.6% | +4,502.6% | +2,470.9% |
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