+132.8%
AMD vs XOP
+39.3%
+93.4%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.6% | +4.7% | +7.7% |
| 7D | +13.1% | +0.5% | +12.6% | +13.0% |
| 30D | -7.0% | -7.3% | +0.3% | -8.5% |
| 3M | +16.6% | +1.4% | +15.2% | +17.7% |
| 6M | +20.5% | +7.8% | +12.8% | +25.1% |
| YTD | +158.2% | +44.5% | +113.6% | +139.7% |
| 1Y | +132.8% | +37.0% | +95.7% | +123.0% |
| All | +132.8% | +39.3% | +93.4% | +123.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling