+928.6%
WDC vs XLE
+217.6%
+711.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.9% | +6.7% | +6.2% |
| 7D | +1.7% | +2.2% | -0.5% | +0.8% |
| 30D | -10.0% | +11.8% | -21.7% | -14.0% |
| 3M | -18.8% | +9.8% | -28.6% | -22.0% |
| 6M | +79.0% | +15.6% | +63.5% | +66.3% |
| YTD | +171.6% | +45.3% | +126.3% | +125.1% |
| 1Y | +417.4% | +48.3% | +369.1% | +322.5% |
| 3Y | +1,251.8% | +55.4% | +1,196.4% | +974.4% |
| All | +928.6% | +217.6% | +711.0% | +460.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling