-26.3%
APH vs XOP
+49.8%
-76.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.9% | -48.7% | -47.6% |
| 7D | -48.7% | +2.8% | -51.5% | -48.4% |
| 30D | -51.9% | +15.4% | -67.4% | -50.7% |
| 3M | -43.6% | +12.1% | -55.6% | -42.0% |
| 6M | -37.5% | +19.7% | -57.2% | -36.3% |
| YTD | -38.6% | +52.4% | -91.0% | -40.4% |
| 1Y | -26.3% | +47.6% | -73.9% | -28.2% |
| All | -26.3% | +49.8% | -76.1% | -28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling