+17,645.1%
AAPL vs XOP
+86.0%
+17,559.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.8% | -1.7% |
| 7D | -2.7% | +0.6% | -3.4% | -2.9% |
| 30D | +1.0% | +16.5% | -15.5% | -3.7% |
| 3M | +5.0% | +15.7% | -10.8% | -0.1% |
| 6M | +23.0% | +19.2% | +3.8% | +15.2% |
| YTD | +16.6% | +55.0% | -38.3% | +0.4% |
| 1Y | +33.4% | +54.2% | -20.8% | +14.6% |
| 3Y | +79.9% | +35.9% | +44.0% | +58.0% |
| 5Y | +109.0% | +162.4% | -53.4% | +43.7% |
| 10Y | +1,210.4% | +50.2% | +1,160.3% | +838.9% |
| All | +17,645.1% | +86.0% | +17,559.1% | +9,961.4% |
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