+216.5%
AKAM vs XOP
+82.9%
+133.5%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.9% |
| 7D | -2.1% | +2.6% | -4.7% | -3.0% |
| 30D | -13.9% | +15.4% | -29.4% | -18.1% |
| 3M | -33.8% | +12.1% | -45.9% | -36.5% |
| 6M | +2.2% | +19.7% | -17.5% | -4.8% |
| YTD | +20.6% | +52.4% | -31.8% | +2.8% |
| 1Y | +36.3% | +47.6% | -11.2% | +17.2% |
| 3Y | -0.1% | +34.4% | -34.5% | -12.8% |
| 5Y | -7.5% | +154.4% | -161.9% | -39.6% |
| 10Y | +90.2% | +54.7% | +35.5% | +26.5% |
| All | +216.5% | +82.9% | +133.5% | +46.9% |
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