+709.3%
AMT vs XOP
+82.9%
+626.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.2% | -0.9% |
| 7D | -0.2% | +2.6% | -2.8% | -0.8% |
| 30D | +4.6% | +15.4% | -10.8% | +1.1% |
| 3M | -8.4% | +12.1% | -20.5% | -11.1% |
| 6M | -6.0% | +19.7% | -25.7% | -10.6% |
| YTD | +2.1% | +52.4% | -50.3% | -8.3% |
| 1Y | -6.4% | +47.6% | -53.9% | -15.6% |
| 3Y | +8.1% | +34.4% | -26.3% | -2.6% |
| 5Y | -31.9% | +154.4% | -186.3% | -49.8% |
| 10Y | +97.1% | +54.7% | +42.4% | +43.4% |
| All | +709.3% | +82.9% | +626.4% | +316.4% |
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