+11.9%
ACN vs XOP
+45.9%
-33.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -6.4% | +10.2% | +4.4% |
| 7D | +8.6% | -10.5% | +19.1% | +9.8% |
| 30D | +36.6% | -4.3% | +40.9% | +36.8% |
| 3M | +56.3% | +4.7% | +51.6% | +54.7% |
| 6M | +49.7% | -0.1% | +49.7% | +47.7% |
| YTD | +1.3% | +43.8% | -42.5% | -3.4% |
| 1Y | +11.9% | +45.3% | -33.3% | +7.3% |
| All | +11.9% | +45.9% | -33.9% | +7.3% |
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