+126.1%
AMD vs XLE
+45.6%
+80.5%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.5% | +4.3% | +6.3% |
| 7D | +44.7% | +4.4% | +40.4% | +46.4% |
| 30D | -3.3% | -4.3% | +0.9% | -5.3% |
| 3M | +21.2% | +6.0% | +15.2% | +25.0% |
| 6M | +30.6% | +13.2% | +17.3% | +40.5% |
| YTD | +173.3% | +46.7% | +126.6% | +165.2% |
| 1Y | +126.1% | +46.6% | +79.5% | +121.9% |
| All | +126.1% | +45.6% | +80.5% | +121.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling