+261.9%
AMD vs XLE
+55.1%
+206.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -3.0% | -14.3% | -16.4% |
| 7D | -28.6% | -10.3% | -18.3% | -26.3% |
| 30D | -37.7% | -3.3% | -34.4% | -37.2% |
| 3M | -16.1% | +8.2% | -24.3% | -18.5% |
| 6M | +13.8% | +5.0% | +8.8% | +11.2% |
| YTD | +88.8% | +40.6% | +48.3% | +52.3% |
| 1Y | +57.8% | +45.0% | +12.7% | +24.1% |
| All | +261.9% | +55.1% | +206.8% | +195.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling