+400.4%
ALAB vs XOP
+35.1%
+365.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.8% | +10.6% | +10.2% |
| 7D | +7.2% | +2.6% | +4.7% | +5.6% |
| 30D | -2.5% | +15.4% | -18.0% | -10.7% |
| 3M | -13.3% | +12.1% | -25.4% | -19.4% |
| 6M | +172.8% | +19.7% | +153.1% | +135.7% |
| YTD | +86.6% | +52.4% | +34.2% | +31.8% |
| 1Y | +65.2% | +47.6% | +17.6% | +19.0% |
| All | +400.4% | +35.1% | +365.3% | +288.6% |
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