+199.0%
AMD vs XOP
+76.5%
+122.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.2% | +11.2% | +11.1% |
| 7D | -11.0% | -14.7% | +3.7% | -5.2% |
| 30D | -30.5% | -7.7% | -22.8% | -28.4% |
| 3M | -8.2% | +4.4% | -12.7% | -10.5% |
| 6M | +6.6% | +3.5% | +3.0% | +3.6% |
| YTD | +109.7% | +39.4% | +70.3% | +72.0% |
| 1Y | +88.9% | +39.8% | +49.1% | +54.3% |
| 3Y | +301.8% | +29.7% | +272.2% | +232.3% |
| All | +199.0% | +76.5% | +122.5% | +108.0% |
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 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