+12.3%
XLE vs TMUS
-9.5%
+21.8%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.8% | 0.0% | +1.8% |
| 7D | -0.2% | +8.2% | -8.4% | -0.5% |
| 30D | -4.0% | +13.4% | -17.4% | -4.7% |
| 3M | +4.6% | -3.0% | +7.7% | +5.0% |
| 6M | +12.3% | -8.8% | +21.1% | +12.5% |
| All | +12.3% | -9.5% | +21.8% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TMUS.
Daily Out/Under-Performance
Portfolio return minus TMUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMUS 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 6mo: compounded portfolio wealth divided by compounded TMUS 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…
6mo analysis · Full analysis span regression · 6 months rolling