+101.1%
AKAM vs XOP
+58.6%
+42.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +1.5% | +2.6% | -1.1% | +1.1% |
| 30D | -13.0% | +9.6% | -22.6% | -14.3% |
| 3M | -19.4% | +20.4% | -39.7% | -21.8% |
| 6M | +0.3% | +19.9% | -19.6% | -3.0% |
| YTD | +22.4% | +56.4% | -34.0% | +13.1% |
| 1Y | +34.8% | +52.4% | -17.6% | +25.0% |
| 3Y | +1.9% | +39.9% | -37.9% | -5.1% |
| 5Y | -4.6% | +163.7% | -168.3% | -20.1% |
| All | +101.1% | +58.6% | +42.5% | +78.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling