+951.3%
APH vs XOP
+47.9%
+903.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.2% | +8.0% | +8.1% |
| 7D | +1.1% | -10.0% | +11.1% | +4.0% |
| 30D | -7.5% | -9.1% | +1.6% | -5.3% |
| 3M | -4.4% | +5.1% | -9.5% | -6.0% |
| 6M | +26.5% | +6.4% | +20.1% | +23.4% |
| YTD | +20.0% | +39.7% | -19.7% | +7.4% |
| 1Y | +16.9% | +37.2% | -20.4% | +5.0% |
| 3Y | +288.5% | +37.6% | +250.9% | +245.7% |
| 5Y | +310.3% | +76.5% | +233.8% | +232.0% |
| 10Y | +951.3% | +42.6% | +908.6% | +649.9% |
| All | +951.3% | +47.9% | +903.4% | +649.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling