+1,254.4%
AAPL vs XOP
+58.4%
+1,195.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.3% | +3.5% |
| 7D | -0.5% | +1.6% | -2.1% | -0.9% |
| 30D | +7.1% | +9.6% | -2.5% | +4.8% |
| 3M | +12.1% | +16.9% | -4.8% | +7.7% |
| 6M | +25.4% | +24.0% | +1.4% | +18.1% |
| YTD | +20.5% | +56.2% | -35.7% | +6.9% |
| 1Y | +44.5% | +51.8% | -7.3% | +28.9% |
| 3Y | +85.8% | +37.0% | +48.8% | +67.3% |
| 5Y | +124.8% | +163.4% | -38.6% | +69.6% |
| All | +1,254.4% | +58.4% | +1,195.9% | +923.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling