+1,024.7%
XLE vs TT
+5,023.4%
-3,998.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.2% |
| 7D | +2.2% | 0.0% | +2.2% | +2.2% |
| 30D | +11.8% | -7.2% | +18.9% | +15.0% |
| 3M | +9.8% | -3.0% | +12.8% | +10.1% |
| 6M | +15.6% | +1.4% | +14.2% | +12.8% |
| YTD | +45.3% | +15.9% | +29.4% | +33.8% |
| 1Y | +48.3% | +9.4% | +38.9% | +39.2% |
| 3Y | +55.4% | +124.4% | -68.9% | +4.2% |
| 5Y | +216.1% | +138.0% | +78.1% | +100.5% |
| 10Y | +178.4% | +886.4% | -708.0% | -3.8% |
| All | +1,024.7% | +5,023.4% | -3,998.7% | +89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded TT 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling