+313.3%
ANET vs XOP
+36.3%
+277.0%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.1% | +5.5% | +5.6% |
| 7D | +3.0% | +2.6% | +0.4% | +2.0% |
| 30D | -5.2% | +9.6% | -14.8% | -8.4% |
| 3M | +27.6% | +20.4% | +7.3% | +18.7% |
| 6M | +44.4% | +19.9% | +24.5% | +33.2% |
| YTD | +52.3% | +56.4% | -4.1% | +23.8% |
| 1Y | +30.4% | +52.4% | -22.0% | +6.8% |
| 3Y | +313.3% | +39.9% | +273.4% | +244.6% |
| All | +313.3% | +36.3% | +277.0% | +244.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling