+7,765.4%
AMD vs XOP
+53.9%
+7,711.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.9% | -9.7% | -9.1% |
| 7D | +18.9% | +6.3% | +12.6% | +16.6% |
| 30D | -6.4% | -6.6% | +0.2% | -4.4% |
| 3M | +10.6% | +3.6% | +7.0% | +8.9% |
| 6M | +19.9% | +10.8% | +9.1% | +14.7% |
| YTD | +149.4% | +48.3% | +101.1% | +111.9% |
| 1Y | +115.4% | +42.9% | +72.4% | +85.4% |
| 3Y | +357.3% | +43.3% | +314.0% | +289.9% |
| 5Y | +261.1% | +94.0% | +167.2% | +175.2% |
| All | +7,765.4% | +53.9% | +7,711.5% | +6,575.3% |
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