+289.3%
INTC vs XLE
+49.3%
+240.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.4% | +4.2% |
| 7D | +7.1% | +2.2% | +4.9% | +7.8% |
| 30D | -5.2% | +11.8% | -17.0% | -2.1% |
| 3M | -14.3% | +9.8% | -24.1% | -10.6% |
| 6M | +110.2% | +15.6% | +94.6% | +110.1% |
| YTD | +159.6% | +45.3% | +114.4% | +129.8% |
| 1Y | +289.3% | +48.3% | +241.0% | +239.2% |
| All | +289.3% | +49.3% | +240.0% | +239.2% |
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