+6,351.7%
AMD vs XLE
+169.9%
+6,181.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | 0.0% | +11.1% | +11.0% |
| 7D | -11.0% | -12.0% | +1.0% | -6.1% |
| 30D | -30.5% | -2.7% | -27.7% | -29.8% |
| 3M | -8.2% | +6.6% | -14.8% | -11.0% |
| 6M | +6.6% | +9.5% | -3.0% | +1.4% |
| YTD | +109.7% | +40.6% | +69.1% | +76.1% |
| 1Y | +88.9% | +43.6% | +45.3% | +56.8% |
| 3Y | +301.8% | +58.1% | +243.7% | +218.8% |
| 5Y | +229.4% | +152.2% | +77.2% | +108.8% |
| All | +6,351.7% | +169.9% | +6,181.8% | +4,776.4% |
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