+337.5%
AMD vs XOP
+156.6%
+180.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.8% | +5.5% | +5.0% |
| 7D | +2.6% | +2.6% | 0.0% | +1.5% |
| 30D | -0.9% | +15.4% | -16.4% | -6.7% |
| 3M | -8.7% | +12.1% | -20.8% | -13.2% |
| 6M | +136.3% | +19.7% | +116.7% | +113.5% |
| YTD | +123.0% | +52.4% | +70.6% | +78.2% |
| 1Y | +195.2% | +47.6% | +147.6% | +138.9% |
| 3Y | +336.3% | +34.4% | +302.0% | +259.1% |
| All | +337.5% | +156.6% | +180.9% | +178.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling