+3,615.2%
AMD vs XLY
+1,192.5%
+2,422.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.4% | -8.4% | -8.3% |
| 7D | +18.9% | +2.0% | +16.9% | +16.4% |
| 30D | -6.4% | +7.6% | -14.0% | -13.8% |
| 3M | +10.6% | +1.5% | +9.1% | +8.8% |
| 6M | +19.9% | +1.5% | +18.4% | +17.8% |
| YTD | +149.4% | +1.1% | +148.3% | +147.3% |
| 1Y | +115.4% | +4.3% | +111.1% | +105.6% |
| 3Y | +357.3% | +51.8% | +305.5% | +183.5% |
| 5Y | +261.1% | +22.8% | +238.3% | +203.8% |
| 10Y | +7,883.0% | +233.4% | +7,649.5% | +2,143.9% |
| All | +3,615.2% | +1,192.5% | +2,422.7% | +178.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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