+480.6%
AMKR vs XOP
+86.0%
+394.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.7% | +4.5% | +5.3% |
| 7D | +11.1% | +0.6% | +10.5% | +10.8% |
| 30D | -8.1% | +16.5% | -24.6% | -15.6% |
| 3M | -25.6% | +15.7% | -41.3% | -31.9% |
| 6M | +22.5% | +19.2% | +3.3% | +8.4% |
| YTD | +29.1% | +55.0% | -25.9% | -1.7% |
| 1Y | +105.7% | +54.2% | +51.5% | +57.4% |
| 3Y | +133.2% | +35.9% | +97.3% | +89.9% |
| 5Y | +98.5% | +162.4% | -63.9% | +5.8% |
| 10Y | +490.6% | +50.2% | +440.5% | +257.6% |
| All | +480.6% | +86.0% | +394.6% | +146.2% |
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