+3,300.2%
AMD vs XLE
+1,019.6%
+2,280.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.7% | +5.7% | +3.7% |
| 7D | -15.5% | -7.2% | -8.3% | -12.0% |
| 30D | -22.6% | +0.1% | -22.7% | -23.1% |
| 3M | -5.7% | +9.2% | -14.9% | -11.2% |
| 6M | +43.1% | +8.4% | +34.7% | +33.3% |
| YTD | +128.2% | +44.9% | +83.3% | +76.9% |
| 1Y | +95.5% | +49.9% | +45.6% | +48.1% |
| 3Y | +335.4% | +61.1% | +274.3% | +213.7% |
| 5Y | +255.5% | +163.4% | +92.1% | +82.4% |
| 10Y | +7,350.9% | +181.4% | +7,169.6% | +3,196.5% |
| All | +3,300.2% | +1,019.6% | +2,280.6% | +744.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling