+52.7%
XOM vs XLE
+53.7%
-1.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +1.3% |
| 7D | 0.0% | +0.3% | -0.3% | -0.3% |
| 30D | +3.4% | +8.5% | -5.1% | -5.2% |
| 3M | +11.0% | +14.6% | -3.6% | -4.1% |
| 6M | +10.6% | +17.6% | -6.9% | -6.4% |
| YTD | +39.2% | +48.1% | -8.9% | -5.9% |
| 1Y | +52.7% | +53.8% | -1.1% | -0.6% |
| All | +52.7% | +53.7% | -1.0% | -0.6% |
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