+44.3%
TXN vs XLE
+52.5%
-8.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.1% |
| 7D | +2.0% | +0.5% | +1.5% | +2.0% |
| 30D | -8.0% | +6.6% | -14.5% | -7.3% |
| 3M | -7.8% | +12.3% | -20.0% | -5.9% |
| 6M | +32.4% | +18.4% | +14.0% | +32.9% |
| YTD | +51.7% | +47.2% | +4.5% | +44.8% |
| 1Y | +44.3% | +50.3% | -6.0% | +36.5% |
| All | +44.3% | +52.5% | -8.2% | +36.5% |
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 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