+3,319.5%
V vs XLE
+197.2%
+3,122.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | -0.1% | +0.2% |
| 7D | +0.8% | -6.7% | +7.5% | +3.8% |
| 30D | +9.9% | -4.4% | +14.4% | +11.8% |
| 3M | +17.5% | +4.0% | +13.5% | +14.8% |
| 6M | +33.5% | +13.2% | +20.3% | +24.9% |
| YTD | +21.6% | +41.9% | -20.3% | +1.8% |
| 1Y | +27.6% | +41.6% | -14.1% | +6.7% |
| 3Y | +76.4% | +64.0% | +12.4% | +35.4% |
| 5Y | +103.8% | +158.1% | -54.3% | +20.1% |
| 10Y | +455.5% | +163.9% | +291.5% | +194.3% |
| All | +3,319.5% | +197.2% | +3,122.3% | +1,404.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling