+113.2%
WDC vs XLE
+50.1%
+63.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -4.7% | -2.0% | -8.3% |
| 7D | -18.3% | -7.2% | -11.1% | -20.4% |
| 30D | -26.7% | +0.1% | -26.8% | -26.1% |
| 3M | -40.9% | +9.2% | -50.1% | -38.1% |
| 6M | -26.8% | +8.4% | -35.1% | -22.7% |
| YTD | +88.2% | +44.9% | +43.3% | +113.2% |
| 1Y | +113.2% | +49.9% | +63.3% | +143.3% |
| All | +113.2% | +50.1% | +63.1% | +143.3% |
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