+19.4%
AKAM vs XOP
+45.9%
-26.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.4% | +5.7% | -0.5% |
| 7D | -12.4% | -10.5% | -1.9% | -12.1% |
| 30D | -20.4% | -4.3% | -16.1% | -20.1% |
| 3M | -30.3% | +4.7% | -35.0% | -30.6% |
| 6M | -18.8% | -0.1% | -18.7% | -19.2% |
| YTD | -1.5% | +43.8% | -45.4% | -2.8% |
| 1Y | +19.4% | +45.3% | -25.9% | +15.7% |
| All | +19.4% | +45.9% | -26.5% | +15.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling