-42.9%
NFLX vs XLE
+41.9%
-84.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.9% |
| 7D | +2.6% | -7.9% | +10.5% | +1.9% |
| 30D | -9.0% | -4.8% | -4.2% | -9.6% |
| 3M | -13.7% | +8.4% | -22.1% | -14.2% |
| 6M | -26.9% | +12.7% | -39.6% | -27.2% |
| YTD | -31.8% | +41.3% | -73.1% | -30.8% |
| All | -42.9% | +41.9% | -84.8% | -42.4% |
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