+233.4%
INTC vs XLE
+986.1%
-752.7%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | 0.0% | +7.7% | +7.7% |
| 7D | -14.4% | -12.0% | -2.4% | -9.1% |
| 30D | -50.2% | -2.7% | -47.5% | -49.8% |
| 3M | -43.6% | +6.6% | -50.2% | -45.7% |
| 6M | -50.2% | +9.5% | -59.7% | -53.1% |
| YTD | +52.5% | +40.6% | +12.0% | +26.7% |
| 1Y | +51.1% | +43.6% | +7.5% | +24.1% |
| 3Y | +50.3% | +58.1% | -7.8% | +18.4% |
| 5Y | +19.2% | +152.2% | -133.0% | -27.0% |
| 10Y | +105.1% | +172.9% | -67.8% | +12.4% |
| All | +233.4% | +986.1% | -752.7% | -14.3% |
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