+179.2%
XLE vs TEL
+283.7%
-104.5%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.3% |
| 7D | +5.4% | +4.5% | +0.9% | +3.1% |
| 30D | -3.9% | +2.9% | -6.8% | -5.8% |
| 3M | +7.0% | +1.1% | +5.9% | +5.2% |
| 6M | +14.2% | +5.0% | +9.2% | +8.6% |
| YTD | +48.2% | -3.9% | +52.0% | +43.2% |
| 1Y | +47.7% | -7.4% | +55.1% | +45.1% |
| 3Y | +70.0% | +81.0% | -11.0% | +7.3% |
| 5Y | +169.1% | +42.3% | +126.8% | +92.2% |
| All | +179.2% | +283.7% | -104.5% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 10y: compounded portfolio wealth divided by compounded TEL 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…
10y analysis · Full analysis span regression · 6 months rolling