+181.3%
XLE vs EBAY
+262.0%
-80.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.9% | +1.0% |
| 7D | +0.3% | -3.0% | +3.3% | +0.9% |
| 30D | +8.5% | -3.6% | +12.1% | +9.2% |
| 3M | +14.6% | -4.4% | +19.1% | +15.1% |
| 6M | +17.6% | +12.1% | +5.5% | +13.7% |
| YTD | +48.1% | +19.9% | +28.2% | +40.5% |
| 1Y | +53.8% | +13.4% | +40.4% | +46.8% |
| 3Y | +56.2% | +150.5% | -94.3% | +19.8% |
| 5Y | +227.7% | +54.8% | +172.9% | +178.0% |
| 10Y | +181.3% | +268.1% | -86.8% | +71.3% |
| All | +181.3% | +262.0% | -80.7% | +71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EBAY.
Daily Out/Under-Performance
Portfolio return minus EBAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EBAY 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 10y: compounded portfolio wealth divided by compounded EBAY 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…
10y analysis · Full analysis span regression · 6 months rolling