+94.9%
AAPL vs XLE
+63.4%
+31.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.9% | +2.3% |
| 7D | +3.7% | -7.9% | +11.6% | +5.3% |
| 30D | +4.2% | -4.8% | +9.0% | +5.0% |
| 3M | +12.0% | +8.4% | +3.7% | +9.4% |
| 6M | +19.8% | +12.7% | +7.1% | +15.3% |
| YTD | +29.3% | +41.3% | -11.9% | +13.1% |
| 1Y | +31.1% | +42.3% | -11.2% | +14.2% |
| 3Y | +94.9% | +65.1% | +29.8% | +64.3% |
| All | +94.9% | +63.4% | +31.5% | +64.3% |
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