+791.3%
ANET vs XOP
+158.8%
+632.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.1% | +5.5% | +5.6% |
| 7D | +3.0% | +2.6% | +0.4% | +2.2% |
| 30D | -5.2% | +9.6% | -14.8% | -8.0% |
| 3M | +27.6% | +20.4% | +7.3% | +19.8% |
| 6M | +44.4% | +19.9% | +24.5% | +34.9% |
| YTD | +52.3% | +56.4% | -4.1% | +29.3% |
| 1Y | +30.4% | +52.4% | -22.0% | +11.4% |
| 3Y | +313.3% | +39.9% | +273.4% | +257.8% |
| All | +791.3% | +158.8% | +632.4% | +583.5% |
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