+65,302.9%
NFLX vs XLE
+781.2%
+64,521.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.5% | -5.0% |
| 7D | -4.2% | +2.2% | -6.4% | -5.0% |
| 30D | +5.5% | +11.8% | -6.3% | +1.3% |
| 3M | -4.1% | +9.8% | -13.9% | -7.5% |
| 6M | -20.7% | +15.6% | -36.3% | -25.2% |
| YTD | -16.5% | +45.3% | -61.8% | -27.7% |
| 1Y | -37.8% | +48.3% | -86.1% | -46.7% |
| 3Y | +77.9% | +55.4% | +22.5% | +47.4% |
| 5Y | +32.5% | +216.1% | -183.6% | -18.2% |
| 10Y | +703.6% | +178.4% | +525.2% | +382.6% |
| All | +65,302.9% | +781.2% | +64,521.7% | +13,010.0% |
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