+148.0%
ADBE vs XOP
+58.4%
+89.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.4% |
| 7D | -12.9% | +1.6% | -14.6% | -13.2% |
| 30D | -5.6% | +9.6% | -15.2% | -7.5% |
| 3M | +6.6% | +16.9% | -10.3% | +2.9% |
| 6M | -9.6% | +24.0% | -33.6% | -14.1% |
| YTD | -28.9% | +56.2% | -85.1% | -35.9% |
| 1Y | -28.9% | +51.8% | -80.7% | -35.6% |
| 3Y | -55.6% | +37.0% | -92.6% | -59.5% |
| 5Y | -62.2% | +163.4% | -225.6% | -70.5% |
| All | +148.0% | +58.4% | +89.6% | +94.5% |
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 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