+565.7%
AMZN vs XOP
+58.6%
+507.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | -0.7% | +2.6% | -3.3% | -1.2% |
| 30D | -3.9% | +9.6% | -13.5% | -5.7% |
| 3M | +6.3% | +20.4% | -14.0% | +2.2% |
| 6M | +20.8% | +19.9% | +0.8% | +15.5% |
| YTD | +11.2% | +56.4% | -45.2% | +0.3% |
| 1Y | +11.7% | +52.4% | -40.8% | +1.1% |
| 3Y | +79.4% | +39.9% | +39.6% | +63.6% |
| 5Y | +48.0% | +163.7% | -115.7% | +19.1% |
| All | +565.7% | +58.6% | +507.1% | +493.7% |
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