+19,907.7%
AAPL vs XOP
+78.0%
+19,829.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.1% |
| 7D | +4.1% | +6.3% | -2.2% | +2.2% |
| 30D | +4.0% | -6.6% | +10.6% | +5.8% |
| 3M | +16.8% | +3.6% | +13.2% | +15.0% |
| 6M | +19.4% | +10.8% | +8.6% | +14.5% |
| YTD | +31.5% | +48.3% | -16.8% | +14.2% |
| 1Y | +31.0% | +42.9% | -12.0% | +14.9% |
| 3Y | +95.3% | +43.3% | +52.0% | +68.4% |
| 5Y | +143.4% | +94.0% | +49.4% | +84.0% |
| 10Y | +1,330.5% | +53.7% | +1,276.8% | +912.6% |
| All | +19,907.7% | +78.0% | +19,829.7% | +11,345.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling