+337.5%
AMD vs XLE
+217.6%
+119.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.9% | +5.6% | +5.0% |
| 7D | +2.6% | +2.2% | +0.4% | +1.7% |
| 30D | -0.9% | +11.8% | -12.7% | -5.1% |
| 3M | -8.7% | +9.8% | -18.5% | -12.1% |
| 6M | +136.3% | +15.6% | +120.8% | +119.6% |
| YTD | +123.0% | +45.3% | +77.7% | +85.0% |
| 1Y | +195.2% | +48.3% | +146.9% | +142.0% |
| 3Y | +336.3% | +55.4% | +280.9% | +247.9% |
| All | +337.5% | +217.6% | +119.9% | +175.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling