+9,552.1%
AMZN vs XLE
+986.1%
+8,566.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +7.9% | -12.0% | +19.9% | +12.9% |
| 30D | -0.2% | -2.7% | +2.5% | +0.3% |
| 3M | -4.8% | +6.6% | -11.3% | -7.7% |
| 6M | -5.7% | +9.5% | -15.2% | -10.0% |
| YTD | +12.3% | +40.6% | -28.2% | -3.6% |
| 1Y | +6.7% | +43.6% | -36.9% | -9.3% |
| 3Y | +85.6% | +58.1% | +27.5% | +50.5% |
| 5Y | +47.4% | +152.2% | -104.8% | -3.5% |
| 10Y | +586.8% | +172.9% | +413.9% | +298.9% |
| All | +9,552.1% | +986.1% | +8,566.0% | +2,847.7% |
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