+2.2%
ABNB vs XOP
+165.6%
-163.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.6% | -3.4% | -3.0% |
| 7D | -7.4% | +1.0% | -8.4% | -7.8% |
| 30D | -8.2% | +10.8% | -19.0% | -11.8% |
| 3M | +29.1% | +19.5% | +9.7% | +19.5% |
| 6M | +26.6% | +21.6% | +5.0% | +14.6% |
| YTD | +25.0% | +55.8% | -30.8% | +0.5% |
| 1Y | +37.0% | +54.6% | -17.6% | +10.0% |
| 3Y | +16.3% | +36.6% | -20.3% | -3.6% |
| 5Y | +2.2% | +160.6% | -158.5% | -31.4% |
| All | +2.2% | +165.6% | -163.4% | -31.4% |
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 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