+156.8%
AKAM vs XOP
+78.0%
+78.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.3% | -1.7% |
| 7D | +2.8% | +6.3% | -3.6% | +0.7% |
| 30D | -6.9% | -6.6% | -0.3% | -4.8% |
| 3M | -31.8% | +3.6% | -35.4% | -33.0% |
| 6M | -47.0% | +10.8% | -57.8% | -49.3% |
| YTD | -2.1% | +48.3% | -50.4% | -16.1% |
| 1Y | -3.7% | +42.9% | -46.6% | -16.5% |
| 3Y | -23.0% | +43.3% | -66.3% | -34.4% |
| 5Y | -23.4% | +94.0% | -117.4% | -44.6% |
| 10Y | +30.5% | +53.7% | -23.2% | -13.2% |
| All | +156.8% | +78.0% | +78.9% | +19.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling