+66.6%
WDC vs XLE
+41.9%
+24.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.5% | +9.3% | +10.0% |
| 7D | -14.4% | -7.9% | -6.5% | -16.8% |
| 30D | -27.1% | -4.8% | -22.2% | -27.8% |
| 3M | -33.3% | +8.4% | -41.6% | -30.0% |
| 6M | -39.6% | +12.7% | -52.3% | -34.9% |
| YTD | +68.4% | +41.3% | +27.1% | +91.9% |
| All | +66.6% | +41.9% | +24.7% | +93.4% |
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