+452.5%
SPCX vs XLE
+41.9%
+410.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.5% | +5.3% | +8.8% |
| 7D | +4.2% | -7.9% | +12.1% | -41.9% |
| 30D | -12.6% | -4.8% | -7.8% | -42.3% |
| 3M | +6.7% | +8.4% | -1.6% | +72.1% |
| 6M | +546.4% | +5.2% | +541.2% | +670.9% |
| YTD | +552.1% | +41.3% | +510.9% | +578.1% |
| All | +452.5% | +41.9% | +410.5% | +479.2% |
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