+1,210.4%
AAPL vs XLE
+174.0%
+1,036.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.5% |
| 7D | -2.7% | 0.0% | -2.7% | -2.7% |
| 30D | +1.0% | +12.6% | -11.6% | -2.9% |
| 3M | +5.0% | +11.8% | -6.9% | +0.9% |
| 6M | +23.0% | +16.1% | +7.0% | +16.3% |
| YTD | +16.6% | +46.9% | -30.2% | +1.5% |
| 1Y | +33.4% | +53.3% | -19.8% | +14.2% |
| 3Y | +79.9% | +54.9% | +25.0% | +51.8% |
| 5Y | +109.0% | +225.7% | -116.7% | +32.9% |
| 10Y | +1,210.4% | +170.7% | +1,039.8% | +777.4% |
| All | +1,210.4% | +174.0% | +1,036.4% | +777.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling