-4.3%
AKAM vs XOP
+156.4%
-160.7%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.3% |
| 7D | +0.6% | +1.6% | -1.0% | +0.3% |
| 30D | -8.2% | +9.6% | -17.8% | -9.9% |
| 3M | -17.6% | +16.9% | -34.5% | -20.3% |
| 6M | +2.5% | +24.0% | -21.5% | -2.5% |
| YTD | +22.8% | +56.2% | -33.4% | +10.7% |
| 1Y | +39.6% | +51.8% | -12.2% | +26.5% |
| 3Y | +2.3% | +37.0% | -34.6% | -7.3% |
| 5Y | -4.3% | +163.4% | -167.7% | -19.8% |
| All | -4.3% | +156.4% | -160.7% | -19.8% |
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