+467.6%
INTC vs XLE
+1,022.5%
-554.9%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.4% | +4.9% |
| 7D | +7.1% | +2.2% | +4.9% | +6.0% |
| 30D | -5.2% | +11.8% | -17.0% | -10.2% |
| 3M | -14.3% | +9.8% | -24.1% | -18.6% |
| 6M | +110.2% | +15.6% | +94.6% | +92.8% |
| YTD | +159.6% | +45.3% | +114.4% | +113.6% |
| 1Y | +289.3% | +48.3% | +241.0% | +216.9% |
| 3Y | +166.1% | +55.4% | +110.6% | +111.7% |
| 5Y | +94.4% | +216.1% | -121.7% | +7.3% |
| 10Y | +227.7% | +178.4% | +49.3% | +78.8% |
| All | +467.6% | +1,022.5% | -554.9% | +44.5% |
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