+248.5%
ALAB vs XOP
+24.8%
+223.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.7% |
| 7D | -7.5% | -8.4% | +0.9% | -3.1% |
| 30D | -36.8% | -8.4% | -28.5% | -34.0% |
| 3M | -31.9% | +0.2% | -32.0% | -32.9% |
| 6M | +8.2% | +7.2% | +1.0% | +0.9% |
| YTD | +29.9% | +40.8% | -10.9% | -5.1% |
| 1Y | +24.4% | +36.3% | -11.9% | -6.7% |
| All | +248.5% | +24.8% | +223.7% | +179.8% |
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 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