+142.4%
AMT vs XOP
+53.9%
+88.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.9% |
| 7D | +1.5% | +6.3% | -4.8% | +0.9% |
| 30D | +6.8% | -6.6% | +13.4% | +7.5% |
| 3M | +11.2% | +3.6% | +7.7% | +10.7% |
| 6M | +12.5% | +10.8% | +1.7% | +11.1% |
| YTD | +12.5% | +48.3% | -35.8% | +7.6% |
| 1Y | +10.1% | +42.9% | -32.8% | +5.6% |
| 3Y | +16.0% | +43.3% | -27.3% | +10.2% |
| 5Y | -17.2% | +94.0% | -111.1% | -24.6% |
| All | +142.4% | +53.9% | +88.6% | +88.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling