+115.4%
AMD vs XLE
+47.6%
+67.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.0% | -9.7% | -8.5% |
| 7D | +18.9% | +5.4% | +13.5% | +20.7% |
| 30D | -6.4% | -3.9% | -2.5% | -8.3% |
| 3M | +10.6% | +7.0% | +3.5% | +14.4% |
| 6M | +19.9% | +14.2% | +5.7% | +29.4% |
| YTD | +149.4% | +48.2% | +101.2% | +142.8% |
| 1Y | +115.4% | +47.7% | +67.7% | +112.2% |
| All | +115.4% | +47.6% | +67.8% | +112.2% |
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 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