+13,507.3%
GOOGL vs XLE
+662.6%
+12,844.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.8% |
| 7D | -2.3% | +2.2% | -4.5% | -3.1% |
| 30D | -6.6% | +11.8% | -18.3% | -10.6% |
| 3M | -8.9% | +9.8% | -18.8% | -12.6% |
| 6M | +11.9% | +15.6% | -3.7% | +4.4% |
| YTD | +8.3% | +45.3% | -36.9% | -8.0% |
| 1Y | +46.2% | +48.3% | -2.1% | +22.8% |
| 3Y | +151.9% | +55.4% | +96.4% | +104.0% |
| 5Y | +137.7% | +216.1% | -78.4% | +37.4% |
| 10Y | +757.6% | +178.4% | +579.2% | +385.2% |
| All | +13,507.3% | +662.6% | +12,844.7% | +5,673.9% |
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