+88.9%
AMD vs XLE
+44.8%
+44.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | 0.0% | +11.1% | +11.0% |
| 7D | -11.0% | -12.0% | +1.0% | -16.1% |
| 30D | -30.5% | -2.7% | -27.7% | -30.7% |
| 3M | -8.2% | +6.6% | -14.8% | -3.9% |
| 6M | +6.6% | +9.5% | -3.0% | +14.4% |
| YTD | +109.7% | +40.6% | +69.1% | +113.2% |
| 1Y | +88.9% | +43.6% | +45.3% | +92.0% |
| All | +88.9% | +44.8% | +44.1% | +92.0% |
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