+105.2%
AMKR vs XOP
+53.5%
+51.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.1% | +4.3% | +4.4% |
| 7D | +8.3% | +2.6% | +5.7% | +8.2% |
| 30D | -6.8% | +9.6% | -16.4% | -7.2% |
| 3M | -31.9% | +20.4% | -52.3% | -32.1% |
| 6M | +18.4% | +19.9% | -1.5% | +13.5% |
| YTD | +31.7% | +56.4% | -24.7% | +5.7% |
| 1Y | +105.2% | +52.4% | +52.8% | +69.3% |
| All | +105.2% | +53.5% | +51.8% | +69.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling