+13.0%
IVV vs XLE
+15.8%
-2.8%
-7.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.6% |
| 7D | +0.1% | +2.2% | -2.1% | +0.7% |
| 30D | +0.1% | +11.8% | -11.7% | +2.9% |
| 3M | +2.0% | +9.8% | -7.8% | +4.6% |
| 6M | +13.0% | +15.6% | -2.5% | +17.4% |
| All | +13.0% | +15.8% | -2.8% | +17.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling