+52,899.3%
NFLX vs XLE
+752.7%
+52,146.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | +2.1% | -12.0% | +14.1% | +6.7% |
| 30D | -9.0% | -2.7% | -6.3% | -8.4% |
| 3M | -14.0% | +6.6% | -20.5% | -16.3% |
| 6M | -28.2% | +9.5% | -37.7% | -31.1% |
| YTD | -32.4% | +40.6% | -72.9% | -41.0% |
| 1Y | -42.2% | +43.6% | -85.8% | -50.1% |
| 3Y | +45.9% | +58.1% | -12.2% | +19.8% |
| 5Y | -1.8% | +152.2% | -154.0% | -34.1% |
| 10Y | +419.6% | +172.9% | +246.7% | +212.6% |
| All | +52,899.3% | +752.7% | +52,146.7% | +10,597.7% |
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