+149.9%
XLE vs APA
+71.7%
+78.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.7% | -1.2% |
| 7D | -12.0% | -15.5% | +3.5% | -5.1% |
| 30D | -2.7% | +2.4% | -5.1% | -3.9% |
| 3M | +6.6% | +22.8% | -16.2% | -3.4% |
| 6M | +9.5% | +17.9% | -8.4% | +0.6% |
| YTD | +40.6% | +87.7% | -47.1% | +3.0% |
| 1Y | +43.6% | +94.2% | -50.6% | +3.3% |
| 3Y | +58.1% | +27.2% | +30.9% | +32.2% |
| All | +149.9% | +71.7% | +78.2% | +74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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