+653.4%
WDC vs XLE
+167.3%
+486.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.5% | +9.3% | +9.5% |
| 7D | -14.4% | -7.9% | -6.5% | -9.7% |
| 30D | -27.1% | -4.8% | -22.2% | -24.8% |
| 3M | -33.3% | +8.4% | -41.6% | -36.7% |
| 6M | -39.6% | +12.7% | -52.3% | -44.7% |
| YTD | +68.4% | +41.3% | +27.1% | +31.4% |
| 1Y | +78.2% | +42.3% | +35.9% | +37.9% |
| 3Y | +772.0% | +65.1% | +707.0% | +506.0% |
| 5Y | +584.9% | +150.2% | +434.7% | +238.7% |
| 10Y | +653.4% | +163.9% | +489.5% | +254.0% |
| All | +653.4% | +167.3% | +486.1% | +254.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling