+4.4%
GOOGL vs XLE
+50.1%
-45.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.7% | +7.9% | +1.4% |
| 7D | -11.1% | -7.2% | -3.9% | -13.3% |
| 30D | -16.6% | +0.1% | -16.7% | -16.4% |
| 3M | -23.4% | +9.2% | -32.6% | -20.7% |
| 6M | -24.5% | +8.4% | -32.9% | -21.4% |
| YTD | -7.5% | +44.9% | -52.4% | -1.0% |
| 1Y | +4.4% | +49.9% | -45.5% | +14.8% |
| All | +4.4% | +50.1% | -45.7% | +14.8% |
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 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