+82.0%
AAPL vs XLE
+54.0%
+28.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -2.3% |
| 7D | +0.1% | +2.2% | -2.1% | -0.4% |
| 30D | +3.0% | +11.8% | -8.8% | +0.4% |
| 3M | +2.9% | +9.8% | -6.9% | +0.7% |
| 6M | +22.1% | +15.6% | +6.5% | +17.0% |
| YTD | +18.0% | +45.3% | -27.2% | +4.2% |
| 1Y | +33.9% | +48.3% | -14.4% | +17.0% |
| All | +82.0% | +54.0% | +28.0% | +54.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling