+1,670.0%
AMD vs XOP
+67.4%
+1,602.6%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.2% | +11.2% | +11.1% |
| 7D | -11.0% | -14.7% | +3.7% | -3.9% |
| 30D | -30.5% | -7.7% | -22.8% | -27.9% |
| 3M | -8.2% | +4.4% | -12.7% | -10.8% |
| 6M | +6.6% | +3.5% | +3.0% | +3.1% |
| YTD | +109.7% | +39.4% | +70.3% | +71.9% |
| 1Y | +88.9% | +39.8% | +49.1% | +54.3% |
| 3Y | +301.8% | +29.7% | +272.2% | +236.3% |
| 5Y | +229.4% | +78.6% | +150.8% | +126.3% |
| 10Y | +6,745.1% | +51.8% | +6,693.3% | +4,062.0% |
| All | +1,670.0% | +67.4% | +1,602.6% | +762.8% |
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