+45.2%
AMZN vs XOP
+156.4%
-111.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -2.7% | +1.6% | -4.3% | -3.1% |
| 30D | -7.5% | +9.6% | -17.1% | -9.7% |
| 3M | +5.8% | +16.9% | -11.1% | +1.4% |
| 6M | +17.5% | +24.0% | -6.5% | +9.6% |
| YTD | +9.1% | +56.2% | -47.1% | -5.6% |
| 1Y | +9.4% | +51.8% | -42.4% | -4.8% |
| 3Y | +82.2% | +37.0% | +45.3% | +60.0% |
| 5Y | +45.2% | +163.4% | -118.2% | +9.9% |
| All | +45.2% | +156.4% | -111.2% | +9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling