-24.7%
ACN vs XOP
+49.8%
-74.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -3.2% |
| 7D | -1.5% | +2.6% | -4.1% | -1.8% |
| 30D | +9.4% | +15.4% | -6.1% | +7.7% |
| 3M | +5.6% | +12.1% | -6.4% | +3.7% |
| 6M | -9.3% | +19.7% | -28.9% | -11.6% |
| YTD | -29.0% | +52.4% | -81.4% | -32.3% |
| 1Y | -24.7% | +47.6% | -72.2% | -28.0% |
| All | -24.7% | +49.8% | -74.5% | -28.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling