+278.7%
AMD vs XOP
+90.1%
+188.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.6% | +4.7% | +6.3% |
| 7D | +13.1% | +0.5% | +12.6% | +13.2% |
| 30D | -7.0% | -7.3% | +0.3% | -4.2% |
| 3M | +16.6% | +1.4% | +15.2% | +15.4% |
| 6M | +20.5% | +7.8% | +12.8% | +15.4% |
| YTD | +158.2% | +44.5% | +113.6% | +109.3% |
| 1Y | +132.8% | +37.0% | +95.7% | +93.5% |
| 3Y | +366.2% | +40.8% | +325.4% | +273.6% |
| 5Y | +278.7% | +88.7% | +190.0% | +158.5% |
| All | +278.7% | +90.1% | +188.6% | +158.5% |
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