+109.8%
AAPL vs XOP
+165.6%
-55.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.8% | -0.4% |
| 7D | -3.0% | +1.0% | -3.9% | -3.2% |
| 30D | +2.3% | +10.8% | -8.5% | -0.1% |
| 3M | +8.6% | +19.5% | -10.8% | +3.9% |
| 6M | +21.6% | +21.6% | 0.0% | +14.9% |
| YTD | +16.3% | +55.8% | -39.5% | +2.4% |
| 1Y | +35.1% | +54.6% | -19.6% | +18.8% |
| 3Y | +79.4% | +36.6% | +42.7% | +59.1% |
| 5Y | +109.8% | +160.6% | -50.8% | +61.1% |
| All | +109.8% | +165.6% | -55.8% | +61.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling