+57.4%
INTC vs XLE
+50.1%
+7.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.7% | +1.0% | -5.8% |
| 7D | -39.0% | -7.2% | -31.8% | -40.8% |
| 30D | -49.8% | +0.1% | -50.0% | -49.3% |
| 3M | -42.2% | +9.2% | -51.4% | -39.2% |
| 6M | -39.2% | +8.4% | -47.5% | -35.0% |
| YTD | +57.9% | +44.9% | +13.0% | +52.2% |
| 1Y | +57.4% | +49.9% | +7.5% | +53.1% |
| All | +57.4% | +50.1% | +7.3% | +53.1% |
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