+765.6%
ADBE vs XOP
+82.9%
+682.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.8% | -5.9% | -6.5% |
| 7D | -8.6% | +2.6% | -11.1% | -9.3% |
| 30D | +2.8% | +15.4% | -12.7% | -1.9% |
| 3M | +3.1% | +12.1% | -8.9% | -1.0% |
| 6M | -2.4% | +19.7% | -22.1% | -8.7% |
| YTD | -23.9% | +52.4% | -76.2% | -34.4% |
| 1Y | -22.6% | +47.6% | -70.2% | -32.9% |
| 3Y | -52.7% | +34.4% | -87.0% | -58.7% |
| 5Y | -60.0% | +154.4% | -214.4% | -72.9% |
| 10Y | +157.3% | +54.7% | +102.6% | +76.5% |
| All | +765.6% | +82.9% | +682.6% | +321.8% |
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