+122,553.5%
AAPL vs XLE
+996.5%
+121,557.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.1% | -0.8% |
| 7D | +5.0% | -6.7% | +11.7% | +7.8% |
| 30D | +3.5% | -4.4% | +7.9% | +5.1% |
| 3M | +13.1% | +4.0% | +9.1% | +10.8% |
| 6M | +19.0% | +13.2% | +5.9% | +12.1% |
| YTD | +28.5% | +41.9% | -13.4% | +9.6% |
| 1Y | +29.7% | +41.6% | -11.9% | +10.5% |
| 3Y | +89.2% | +64.0% | +25.3% | +50.1% |
| 5Y | +141.2% | +158.1% | -16.9% | +53.1% |
| 10Y | +1,306.6% | +163.9% | +1,142.7% | +715.6% |
| All | +122,553.5% | +996.5% | +121,557.0% | +40,861.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling