+1,782.4%
AMD vs XOP
+82.9%
+1,699.5%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.8% | +5.5% | +5.1% |
| 7D | +2.6% | +2.6% | 0.0% | +1.3% |
| 30D | -0.9% | +15.4% | -16.4% | -7.8% |
| 3M | -8.7% | +12.1% | -20.8% | -14.2% |
| 6M | +136.3% | +19.7% | +116.7% | +111.0% |
| YTD | +123.0% | +52.4% | +70.6% | +76.0% |
| 1Y | +195.2% | +47.6% | +147.6% | +135.9% |
| 3Y | +336.3% | +34.4% | +302.0% | +259.5% |
| 5Y | +334.5% | +154.4% | +180.1% | +150.7% |
| 10Y | +6,259.1% | +54.7% | +6,204.4% | +3,753.8% |
| All | +1,782.4% | +82.9% | +1,699.5% | +783.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling