+903.3%
ACN vs XOP
+82.9%
+820.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -3.1% |
| 7D | -1.5% | +2.6% | -4.1% | -2.2% |
| 30D | +9.4% | +15.4% | -6.1% | +5.1% |
| 3M | +5.6% | +12.1% | -6.4% | +2.1% |
| 6M | -9.3% | +19.7% | -28.9% | -14.2% |
| YTD | -29.0% | +52.4% | -81.4% | -37.4% |
| 1Y | -24.7% | +47.6% | -72.2% | -33.2% |
| 3Y | -39.8% | +34.4% | -74.2% | -46.2% |
| 5Y | -40.9% | +154.4% | -195.3% | -57.5% |
| 10Y | +91.1% | +54.7% | +36.4% | +38.4% |
| All | +903.3% | +82.9% | +820.3% | +468.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling