+26.4%
V vs XLE
+44.8%
-18.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.2% | -12.0% | +14.2% | +1.0% |
| 30D | +13.6% | -2.7% | +16.3% | +12.9% |
| 3M | +14.3% | +6.6% | +7.7% | +14.5% |
| 6M | +33.1% | +9.5% | +23.6% | +33.6% |
| YTD | +21.2% | +40.6% | -19.3% | +27.2% |
| 1Y | +26.4% | +43.6% | -17.2% | +32.9% |
| All | +26.4% | +44.8% | -18.3% | +32.9% |
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