+1,253.8%
ACN vs XOP
+76.4%
+1,177.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.6% | -3.1% | -1.9% |
| 7D | -5.7% | +5.2% | -10.9% | -7.1% |
| 30D | +17.0% | -8.4% | +25.4% | +19.5% |
| 3M | +39.9% | +2.9% | +36.9% | +38.2% |
| 6M | +50.2% | +8.8% | +41.4% | +45.8% |
| YTD | -4.2% | +46.9% | -51.1% | -14.9% |
| 1Y | +4.3% | +41.5% | -37.2% | -6.5% |
| 3Y | -17.1% | +43.1% | -60.2% | -27.3% |
| 5Y | -26.5% | +92.2% | -118.7% | -42.7% |
| 10Y | +147.7% | +52.3% | +95.4% | +79.9% |
| All | +1,253.8% | +76.4% | +1,177.4% | +672.4% |
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