+8.5%
AAL vs XOP
+39.3%
-30.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | +1.9% |
| 7D | +3.4% | +0.5% | +3.0% | +3.7% |
| 30D | +11.7% | -7.3% | +19.0% | +6.1% |
| 3M | -7.8% | +1.4% | -9.2% | -5.5% |
| 6M | +10.2% | +7.8% | +2.5% | +21.1% |
| YTD | -8.0% | +44.5% | -52.5% | +7.4% |
| 1Y | +8.5% | +37.0% | -28.5% | +28.8% |
| All | +8.5% | +39.3% | -30.8% | +28.8% |
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