+78.7%
AAPL vs XOP
+35.0%
+43.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.8% | -1.5% |
| 7D | -2.7% | +0.6% | -3.4% | -2.9% |
| 30D | +1.0% | +16.5% | -15.5% | -2.0% |
| 3M | +5.0% | +15.7% | -10.8% | +1.7% |
| 6M | +23.0% | +19.2% | +3.8% | +17.3% |
| YTD | +16.6% | +55.0% | -38.3% | +2.2% |
| 1Y | +33.4% | +54.2% | -20.8% | +16.6% |
| All | +78.7% | +35.0% | +43.7% | +50.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling