+218.0%
XLE vs ABNB
+13.9%
+204.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.6% |
| 7D | +2.2% | -4.0% | +6.2% | +2.7% |
| 30D | +11.8% | +19.3% | -7.5% | +8.9% |
| 3M | +9.8% | +36.1% | -26.2% | +4.7% |
| 6M | +15.6% | +34.2% | -18.7% | +10.1% |
| YTD | +45.3% | +34.1% | +11.2% | +38.1% |
| 1Y | +48.3% | +45.1% | +3.2% | +39.0% |
| 3Y | +55.4% | +37.1% | +18.3% | +44.0% |
| All | +218.0% | +13.9% | +204.1% | +190.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ABNB.
Daily Out/Under-Performance
Portfolio return minus ABNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABNB 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 ABNB 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