+17.7%
INTC vs XLE
+150.1%
-132.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | 0.0% | +7.7% | +7.7% |
| 7D | -14.4% | -12.0% | -2.4% | -10.5% |
| 30D | -50.2% | -2.7% | -47.5% | -49.9% |
| 3M | -43.6% | +6.6% | -50.2% | -45.3% |
| 6M | -50.2% | +9.5% | -59.7% | -52.6% |
| YTD | +52.5% | +40.6% | +12.0% | +27.5% |
| 1Y | +51.1% | +43.6% | +7.5% | +24.9% |
| 3Y | +50.3% | +58.1% | -7.8% | +19.7% |
| All | +17.7% | +150.1% | -132.4% | -20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling