+90.9%
AMKR vs XOP
+156.4%
-65.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.8% | -3.6% |
| 7D | +5.5% | +1.6% | +3.9% | +4.8% |
| 30D | -8.6% | +9.6% | -18.2% | -12.3% |
| 3M | -28.7% | +16.9% | -45.6% | -33.9% |
| 6M | +13.3% | +24.0% | -10.8% | 0.0% |
| YTD | +26.1% | +56.2% | -30.1% | -1.9% |
| 1Y | +101.2% | +51.8% | +49.4% | +59.3% |
| 3Y | +127.7% | +37.0% | +90.8% | +85.7% |
| 5Y | +90.9% | +163.4% | -72.5% | +14.8% |
| All | +90.9% | +156.4% | -65.5% | +14.8% |
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 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