+86.8%
ACN vs XOP
+58.4%
+28.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | -7.9% | +1.6% | -9.5% | -8.2% |
| 30D | -1.1% | +9.6% | -10.6% | -3.1% |
| 3M | +5.6% | +16.9% | -11.3% | +1.7% |
| 6M | -9.9% | +24.0% | -34.0% | -14.7% |
| YTD | -32.3% | +56.2% | -88.5% | -39.3% |
| 1Y | -25.3% | +51.8% | -77.1% | -32.7% |
| 3Y | -42.3% | +37.0% | -79.2% | -47.6% |
| 5Y | -43.5% | +163.4% | -206.9% | -57.0% |
| All | +86.8% | +58.4% | +28.4% | +34.6% |
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