+279.0%
ADP vs XOP
+52.9%
+226.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.1% |
| 7D | -5.7% | +1.0% | -6.6% | -5.9% |
| 30D | -3.1% | +10.8% | -13.9% | -5.3% |
| 3M | +15.6% | +19.5% | -3.9% | +11.0% |
| 6M | +20.8% | +21.6% | -0.8% | +15.3% |
| YTD | +4.7% | +55.8% | -51.1% | -5.5% |
| 1Y | -8.3% | +54.6% | -62.9% | -17.3% |
| 3Y | +13.6% | +36.6% | -23.1% | +3.6% |
| 5Y | +45.0% | +160.6% | -115.6% | +11.4% |
| 10Y | +279.0% | +56.2% | +222.7% | +173.6% |
| All | +279.0% | +52.9% | +226.1% | +173.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling