+16.4%
APH vs XOP
+45.9%
-29.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -6.4% | +0.2% | -7.4% |
| 7D | -2.4% | -10.5% | +8.1% | -4.8% |
| 30D | -9.5% | -4.3% | -5.1% | -10.1% |
| 3M | -7.6% | +4.7% | -12.3% | -5.7% |
| 6M | +12.4% | -0.1% | +12.5% | +14.1% |
| YTD | +17.5% | +43.8% | -26.3% | +22.6% |
| 1Y | +16.4% | +45.3% | -28.9% | +21.0% |
| All | +16.4% | +45.9% | -29.5% | +21.0% |
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