+778.3%
AMT vs XOP
+67.4%
+710.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.6% |
| 7D | +0.5% | -14.7% | +15.3% | +4.1% |
| 30D | +13.6% | -7.7% | +21.3% | +15.5% |
| 3M | +11.5% | +4.4% | +7.0% | +9.9% |
| 6M | +6.9% | +3.5% | +3.4% | +5.4% |
| YTD | +10.8% | +39.4% | -28.6% | +1.2% |
| 1Y | +10.3% | +39.8% | -29.5% | +0.6% |
| 3Y | +12.4% | +29.7% | -17.2% | +1.9% |
| 5Y | -20.1% | +78.6% | -98.6% | -35.5% |
| 10Y | +116.8% | +51.8% | +65.0% | +56.9% |
| All | +778.3% | +67.4% | +710.9% | +359.8% |
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 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