+151.4%
ACN vs XOP
+49.8%
+101.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -2.5% |
| 7D | -4.0% | +0.5% | -4.5% | -4.1% |
| 30D | +19.0% | -7.3% | +26.3% | +20.7% |
| 3M | +42.2% | +1.4% | +40.8% | +41.3% |
| 6M | +50.1% | +7.8% | +42.4% | +46.9% |
| YTD | -2.7% | +44.5% | -47.3% | -11.5% |
| 1Y | +7.6% | +37.0% | -29.4% | -1.0% |
| 3Y | -15.9% | +40.8% | -56.7% | -24.2% |
| 5Y | -24.4% | +88.7% | -113.0% | -37.9% |
| 10Y | +151.4% | +49.9% | +101.5% | +84.1% |
| All | +151.4% | +49.8% | +101.6% | +84.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling