+58.0%
TXN vs XLE
+219.7%
-161.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.2% |
| 7D | +2.2% | 0.0% | +2.2% | +2.2% |
| 30D | -9.5% | +12.6% | -22.1% | -13.0% |
| 3M | -10.5% | +11.8% | -22.4% | -14.1% |
| 6M | +35.4% | +16.1% | +19.3% | +27.6% |
| YTD | +51.8% | +46.9% | +4.9% | +30.3% |
| 1Y | +42.9% | +53.3% | -10.3% | +20.5% |
| 3Y | +71.3% | +54.9% | +16.4% | +43.0% |
| 5Y | +58.0% | +225.7% | -167.7% | +7.2% |
| All | +58.0% | +219.7% | -161.7% | +7.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling