-4.5%
AKAM vs XOP
+158.8%
-163.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +1.5% | +2.6% | -1.1% | +1.0% |
| 30D | -13.0% | +9.6% | -22.6% | -14.7% |
| 3M | -19.4% | +20.4% | -39.7% | -22.5% |
| 6M | +0.3% | +19.9% | -19.6% | -3.9% |
| YTD | +22.4% | +56.4% | -34.0% | +10.3% |
| 1Y | +34.8% | +52.4% | -17.6% | +22.0% |
| 3Y | +1.9% | +39.9% | -37.9% | -7.9% |
| All | -4.5% | +158.8% | -163.3% | -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