+1,024.7%
XLE vs APH
+39,943.7%
-38,919.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.7% | -1.1% |
| 7D | +2.2% | +5.0% | -2.8% | +0.6% |
| 30D | +11.8% | -3.9% | +15.7% | +12.9% |
| 3M | +9.8% | +13.0% | -3.1% | +4.3% |
| 6M | +15.6% | +25.2% | -9.6% | +4.7% |
| YTD | +45.3% | +22.9% | +22.3% | +30.2% |
| 1Y | +48.3% | +47.8% | +0.5% | +23.9% |
| 3Y | +55.4% | +283.0% | -227.6% | -9.0% |
| 5Y | +216.1% | +349.7% | -133.6% | +73.0% |
| 10Y | +178.4% | +1,061.2% | -882.8% | +13.9% |
| All | +1,024.7% | +39,943.7% | -38,919.0% | +193.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded APH 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling