+114.2%
ADI vs XOP
+35.0%
+79.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -0.4% |
| 7D | +2.4% | +0.6% | +1.8% | +2.2% |
| 30D | -6.6% | +16.5% | -23.1% | -12.0% |
| 3M | -9.8% | +15.7% | -25.5% | -15.2% |
| 6M | +15.7% | +19.2% | -3.5% | +5.4% |
| YTD | +35.1% | +55.0% | -19.8% | +6.2% |
| 1Y | +47.7% | +54.2% | -6.5% | +15.6% |
| All | +114.2% | +35.0% | +79.2% | +65.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling