+225.7%
XLE vs EBAY
+52.6%
+173.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +1.0% |
| 7D | 0.0% | -0.4% | +0.4% | 0.0% |
| 30D | +12.6% | -6.3% | +19.0% | +13.5% |
| 3M | +11.8% | -3.3% | +15.1% | +12.0% |
| 6M | +16.1% | +13.5% | +2.6% | +13.2% |
| YTD | +46.9% | +21.2% | +25.7% | +41.3% |
| 1Y | +53.3% | +13.9% | +39.4% | +48.3% |
| 3Y | +54.9% | +153.1% | -98.2% | +25.8% |
| 5Y | +225.7% | +54.5% | +171.2% | +176.1% |
| All | +225.7% | +52.6% | +173.1% | +176.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling