+3,310.4%
V vs XLE
+194.4%
+3,115.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.2% | -12.0% | +14.2% | +7.9% |
| 30D | +13.6% | -2.7% | +16.3% | +14.6% |
| 3M | +14.3% | +6.6% | +7.7% | +10.4% |
| 6M | +33.1% | +9.5% | +23.6% | +26.4% |
| YTD | +21.2% | +40.6% | -19.3% | +1.9% |
| 1Y | +26.4% | +43.6% | -17.2% | +5.0% |
| 3Y | +77.6% | +58.1% | +19.5% | +38.6% |
| 5Y | +102.6% | +152.2% | -49.6% | +20.6% |
| 10Y | +464.4% | +172.9% | +291.5% | +193.6% |
| All | +3,310.4% | +194.4% | +3,115.9% | +1,406.5% |
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 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