+3.4%
META vs XLE
+9.6%
-6.2%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.7% | +6.2% | -0.3% |
| 7D | +2.9% | -7.2% | +10.1% | +0.3% |
| 30D | -15.1% | +0.1% | -15.2% | -14.2% |
| 3M | +7.2% | +9.2% | -2.0% | +12.6% |
| 6M | +3.4% | +8.4% | -5.0% | +9.2% |
| All | +3.4% | +9.6% | -6.2% | +9.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling