+417.4%
WDC vs XLE
+49.3%
+368.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.9% | +6.7% | +5.5% |
| 7D | +1.7% | +2.2% | -0.5% | +2.6% |
| 30D | -10.0% | +11.8% | -21.7% | -5.8% |
| 3M | -18.8% | +9.8% | -28.6% | -14.4% |
| 6M | +79.0% | +15.6% | +63.5% | +89.1% |
| YTD | +171.6% | +45.3% | +126.3% | +203.3% |
| 1Y | +417.4% | +48.3% | +369.1% | +482.4% |
| All | +417.4% | +49.3% | +368.1% | +482.4% |
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