+5,551.6%
APH vs XOP
+82.9%
+5,468.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.2% |
| 7D | +5.0% | +2.6% | +2.4% | +4.0% |
| 30D | -3.9% | +15.4% | -19.3% | -8.9% |
| 3M | +13.0% | +12.1% | +0.9% | +7.7% |
| 6M | +25.2% | +19.7% | +5.5% | +15.1% |
| YTD | +22.9% | +52.4% | -29.5% | +2.7% |
| 1Y | +47.8% | +47.6% | +0.3% | +24.6% |
| 3Y | +283.0% | +34.4% | +248.7% | +229.2% |
| 5Y | +349.7% | +154.4% | +195.3% | +187.5% |
| 10Y | +1,061.2% | +54.7% | +1,006.5% | +661.3% |
| All | +5,551.6% | +82.9% | +5,468.6% | +2,469.6% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling