+746.7%
GOOGL vs XLE
+175.5%
+571.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -2.5% |
| 7D | -1.9% | +0.3% | -2.2% | -2.0% |
| 30D | -7.5% | +8.5% | -16.0% | -9.7% |
| 3M | -9.2% | +14.6% | -23.8% | -13.1% |
| 6M | +8.1% | +17.6% | -9.5% | +1.9% |
| YTD | +5.8% | +48.1% | -42.2% | -7.5% |
| 1Y | +38.3% | +53.8% | -15.4% | +19.2% |
| 3Y | +144.8% | +56.2% | +88.5% | +106.9% |
| 5Y | +132.5% | +227.7% | -95.2% | +46.5% |
| 10Y | +746.7% | +181.3% | +565.4% | +458.1% |
| All | +746.7% | +175.5% | +571.2% | +458.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling