+292.6%
APP vs XLE
+150.1%
+142.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | 0.0% | +9.9% | +9.9% |
| 7D | +71.2% | -12.0% | +83.2% | +76.6% |
| 30D | +39.1% | -2.7% | +41.8% | +38.8% |
| 3M | +16.5% | +6.6% | +10.0% | +12.4% |
| 6M | -16.6% | +9.5% | -26.1% | -21.1% |
| YTD | -41.9% | +40.6% | -82.5% | -51.4% |
| 1Y | -37.0% | +43.6% | -80.6% | -47.9% |
| 3Y | +892.4% | +58.1% | +834.4% | +691.3% |
| All | +292.6% | +150.1% | +142.5% | +178.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling