-38.3%
NFLX vs XLE
+52.4%
-90.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -1.9% |
| 7D | -5.0% | 0.0% | -5.0% | -5.0% |
| 30D | +3.5% | +12.6% | -9.1% | +3.6% |
| 3M | -7.1% | +11.8% | -18.9% | -7.0% |
| 6M | -22.5% | +16.1% | -38.5% | -22.5% |
| YTD | -18.1% | +46.9% | -65.0% | -16.5% |
| 1Y | -38.3% | +53.3% | -91.6% | -37.1% |
| All | -38.3% | +52.4% | -90.7% | -37.1% |
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 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