+22.8%
QCOM vs XLE
+15.8%
+7.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | -0.2% |
| 7D | +3.3% | +2.2% | +1.1% | +4.1% |
| 30D | +7.7% | +11.8% | -4.1% | +12.2% |
| 3M | -30.1% | +9.8% | -39.9% | -26.9% |
| 6M | +22.8% | +15.6% | +7.3% | +27.7% |
| All | +22.8% | +15.8% | +7.0% | +27.7% |
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 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