+17.8%
AVGO vs XLE
+49.3%
-31.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | 0.0% |
| 7D | -3.0% | +2.2% | -5.2% | -2.4% |
| 30D | -14.4% | +11.8% | -26.2% | -11.7% |
| 3M | -14.4% | +9.8% | -24.3% | -11.4% |
| 6M | +13.1% | +15.6% | -2.5% | +17.2% |
| YTD | +3.8% | +45.3% | -41.5% | +9.2% |
| 1Y | +17.8% | +48.3% | -30.5% | +22.0% |
| All | +17.8% | +49.3% | -31.5% | +22.0% |
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