+1,184.4%
STX vs XLE
+54.6%
+1,129.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.9% | +7.2% | +6.5% |
| 7D | +2.4% | +2.2% | +0.2% | +1.8% |
| 30D | +1.4% | +11.8% | -10.4% | -1.2% |
| 3M | -8.2% | +9.8% | -18.0% | -10.1% |
| 6M | +127.0% | +15.6% | +111.4% | +117.2% |
| YTD | +209.1% | +45.3% | +163.9% | +171.3% |
| 1Y | +365.4% | +48.3% | +317.1% | +302.9% |
| All | +1,184.4% | +54.6% | +1,129.8% | +1,000.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling