+92.9%
GOOGL vs XLE
+150.1%
-57.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +1.8% | -12.0% | +13.8% | +3.7% |
| 30D | -18.8% | -2.7% | -16.0% | -18.6% |
| 3M | -20.3% | +6.6% | -26.9% | -21.5% |
| 6M | -28.4% | +9.5% | -37.9% | -29.9% |
| YTD | -8.8% | +40.6% | -49.4% | -16.4% |
| 1Y | +0.3% | +43.6% | -43.3% | -8.6% |
| 3Y | +120.7% | +58.1% | +62.6% | +94.5% |
| All | +92.9% | +150.1% | -57.2% | +50.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling