+14,606.6%
AMZN vs XOP
+76.4%
+14,530.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.2% | 0.0% |
| 7D | +2.8% | +5.2% | -2.4% | +1.3% |
| 30D | +3.4% | -8.4% | +11.8% | +5.7% |
| 3M | +0.1% | +2.9% | -2.9% | -1.4% |
| 6M | +0.6% | +8.8% | -8.2% | -3.0% |
| YTD | +15.9% | +46.9% | -31.0% | +1.1% |
| 1Y | +9.5% | +41.5% | -32.0% | -3.5% |
| 3Y | +86.3% | +43.1% | +43.2% | +61.7% |
| 5Y | +51.7% | +92.2% | -40.5% | +17.1% |
| 10Y | +623.8% | +52.3% | +571.5% | +431.0% |
| All | +14,606.6% | +76.4% | +14,530.3% | +8,108.7% |
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 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