+0.2%
AAL vs XOP
+54.9%
-54.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.5% |
| 7D | -0.9% | +1.6% | -2.6% | +0.1% |
| 30D | -16.0% | +9.6% | -25.5% | -10.9% |
| 3M | -4.2% | +16.9% | -21.2% | +7.1% |
| 6M | +15.7% | +24.0% | -8.4% | +29.4% |
| YTD | -16.2% | +56.2% | -72.4% | -7.0% |
| 1Y | +0.2% | +51.8% | -51.6% | +9.8% |
| All | +0.2% | +54.9% | -54.7% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 1y: compounded portfolio wealth divided by compounded XOP 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…
1y analysis · Full analysis span regression · 6 months rolling