+1,309.1%
WDC vs XLE
+175.5%
+1,133.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.5% |
| 7D | +7.5% | +0.3% | +7.1% | +7.2% |
| 30D | +10.1% | +8.5% | +1.5% | +4.6% |
| 3M | -6.8% | +14.6% | -21.4% | -15.1% |
| 6M | +84.1% | +17.6% | +66.6% | +63.3% |
| YTD | +180.3% | +48.1% | +132.2% | +113.2% |
| 1Y | +411.1% | +53.8% | +357.3% | +277.0% |
| 3Y | +1,375.0% | +56.2% | +1,318.8% | +963.0% |
| 5Y | +991.6% | +227.7% | +763.8% | +347.0% |
| 10Y | +1,309.1% | +181.3% | +1,127.8% | +525.4% |
| All | +1,309.1% | +175.5% | +1,133.6% | +525.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling