+334.4%
AMD vs XOP
+37.1%
+297.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +1.0% | +13.7% | +14.4% |
| 7D | +6.5% | -8.4% | +14.8% | +9.6% |
| 30D | -15.3% | -8.4% | -6.9% | -12.9% |
| 3M | +9.7% | +0.2% | +9.6% | +9.1% |
| 6M | +13.2% | +7.2% | +6.0% | +9.0% |
| YTD | +140.6% | +40.8% | +99.8% | +91.0% |
| 1Y | +111.2% | +36.3% | +74.9% | +70.6% |
| 3Y | +334.4% | +37.2% | +297.3% | +251.7% |
| All | +334.4% | +37.1% | +297.3% | +251.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling