-10.2%
AVGO vs XLE
+41.9%
-52.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.5% | +8.3% | +8.9% |
| 7D | -0.9% | -7.9% | +7.0% | -3.6% |
| 30D | -11.6% | -4.8% | -6.8% | -12.9% |
| 3M | -25.2% | +8.4% | -33.5% | -22.5% |
| 6M | -25.4% | +12.7% | -38.1% | -21.3% |
| YTD | -7.2% | +41.3% | -48.5% | +4.5% |
| All | -10.2% | +41.9% | -52.1% | +3.0% |
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