+689.5%
ADBE vs XOP
+78.0%
+611.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.6% |
| 7D | +1.6% | +6.3% | -4.8% | -0.4% |
| 30D | +1.0% | -6.6% | +7.6% | +2.9% |
| 3M | -10.1% | +3.6% | -13.7% | -11.6% |
| 6M | +3.0% | +10.8% | -7.8% | -1.2% |
| YTD | -30.5% | +48.3% | -78.8% | -39.9% |
| 1Y | -27.1% | +42.9% | -70.1% | -36.3% |
| 3Y | -58.8% | +43.3% | -102.1% | -64.9% |
| 5Y | -63.0% | +94.0% | -157.0% | -72.5% |
| 10Y | +134.5% | +53.7% | +80.7% | +60.7% |
| All | +689.5% | +78.0% | +611.5% | +286.3% |
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