+31,416.6%
AVGO vs XLE
+330.9%
+31,085.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.6% |
| 7D | -3.0% | +2.2% | -5.2% | -4.0% |
| 30D | -14.4% | +11.8% | -26.2% | -19.3% |
| 3M | -14.4% | +9.8% | -24.3% | -19.0% |
| 6M | +13.1% | +15.6% | -2.4% | +3.5% |
| YTD | +3.8% | +45.3% | -41.5% | -16.1% |
| 1Y | +17.8% | +48.3% | -30.5% | -6.1% |
| 3Y | +325.3% | +55.4% | +269.8% | +226.1% |
| 5Y | +689.9% | +216.1% | +473.8% | +290.1% |
| 10Y | +2,597.0% | +178.4% | +2,418.6% | +1,190.1% |
| All | +31,416.6% | +330.9% | +31,085.7% | +10,651.7% |
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