+135.1%
ADI vs XOP
+165.6%
-30.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.3% |
| 7D | +2.6% | +1.0% | +1.7% | +2.3% |
| 30D | -4.6% | +10.8% | -15.5% | -7.8% |
| 3M | -9.5% | +19.5% | -29.0% | -15.1% |
| 6M | +14.8% | +21.6% | -6.7% | +6.0% |
| YTD | +35.8% | +55.8% | -20.0% | +13.7% |
| 1Y | +48.9% | +54.6% | -5.7% | +24.7% |
| 3Y | +115.6% | +36.6% | +78.9% | +84.2% |
| 5Y | +135.1% | +160.6% | -25.5% | +74.7% |
| All | +135.1% | +165.6% | -30.5% | +74.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling