-26.4%
APP vs XLE
+47.6%
-74.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.0% | +2.9% | +4.8% |
| 7D | +4.6% | +5.4% | -0.8% | +9.8% |
| 30D | +56.0% | -3.9% | +60.0% | +54.2% |
| 3M | +30.8% | +7.0% | +23.8% | +39.3% |
| 6M | -9.8% | +14.2% | -24.0% | +1.7% |
| YTD | -39.3% | +48.2% | -87.5% | -21.4% |
| 1Y | -26.4% | +47.7% | -74.1% | -3.7% |
| All | -26.4% | +47.6% | -74.0% | -3.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling