+3,484.1%
AMD vs XLU
+649.5%
+2,834.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +1.4% | +13.3% | +13.8% |
| 7D | +6.5% | +0.7% | +5.8% | +6.2% |
| 30D | -15.3% | +5.6% | -20.9% | -18.5% |
| 3M | +9.7% | +2.1% | +7.6% | +7.8% |
| 6M | +13.2% | -0.9% | +14.1% | +13.0% |
| YTD | +140.6% | +4.6% | +136.0% | +130.5% |
| 1Y | +111.2% | +0.3% | +110.8% | +108.2% |
| 3Y | +334.4% | +58.6% | +275.9% | +208.3% |
| 5Y | +268.3% | +51.5% | +216.9% | +166.9% |
| 10Y | +8,077.9% | +159.4% | +7,918.6% | +3,645.1% |
| All | +3,484.1% | +649.5% | +2,834.5% | +603.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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