+1.9%
META vs XLE
+41.9%
-40.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.5% | +4.6% | +5.3% |
| 7D | +5.7% | -7.9% | +13.6% | +2.3% |
| 30D | -10.8% | -4.8% | -5.9% | -12.2% |
| 3M | +8.4% | +8.4% | 0.0% | +13.6% |
| 6M | +5.4% | +12.7% | -7.3% | +13.3% |
| YTD | -2.6% | +41.3% | -43.9% | +5.2% |
| All | +1.9% | +41.9% | -40.1% | +10.3% |
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