+215.4%
AMD vs XOP
+49.5%
+166.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.8% | +5.5% | +4.5% |
| 7D | +2.6% | +2.6% | 0.0% | +3.0% |
| 30D | -0.9% | +15.4% | -16.4% | +1.6% |
| 3M | -8.7% | +12.1% | -20.8% | -6.0% |
| 6M | +136.3% | +19.7% | +116.7% | +134.4% |
| YTD | +123.0% | +52.4% | +70.6% | +104.4% |
| All | +215.4% | +49.5% | +166.0% | +197.3% |
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 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