+71.9%
TXN vs XLE
+55.1%
+16.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.7% |
| 7D | +2.7% | +0.3% | +2.3% | +2.5% |
| 30D | -6.7% | +8.5% | -15.2% | -9.6% |
| 3M | -8.9% | +14.6% | -23.5% | -13.9% |
| 6M | +34.7% | +17.6% | +17.1% | +24.5% |
| YTD | +53.3% | +48.1% | +5.2% | +24.3% |
| 1Y | +45.0% | +53.8% | -8.8% | +14.6% |
| All | +71.9% | +55.1% | +16.8% | +30.8% |
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