+9.7%
AMZN vs XOP
+49.8%
-40.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.7% | -0.3% |
| 7D | -3.0% | +2.6% | -5.5% | -2.6% |
| 30D | -5.2% | +15.4% | -20.6% | -3.4% |
| 3M | +1.9% | +12.1% | -10.2% | +3.8% |
| 6M | +19.2% | +19.7% | -0.5% | +20.8% |
| YTD | +12.0% | +52.4% | -40.4% | +11.7% |
| 1Y | +9.7% | +47.6% | -37.9% | +9.4% |
| All | +9.7% | +49.8% | -40.1% | +9.4% |
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 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