+7.1%
AMT vs XOP
+39.3%
-32.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -0.1% |
| 7D | -2.4% | +0.5% | -2.8% | -2.4% |
| 30D | +4.2% | -7.3% | +11.5% | +4.2% |
| 3M | +13.4% | +1.4% | +12.0% | +13.2% |
| 6M | +9.4% | +7.8% | +1.6% | +8.8% |
| YTD | +11.7% | +44.5% | -32.8% | +4.3% |
| 1Y | +7.1% | +37.0% | -29.9% | +0.6% |
| All | +7.1% | +39.3% | -32.2% | +0.6% |
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