+90.5%
APH vs XOP
+33.7%
+56.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.9% | -48.7% | -48.0% |
| 7D | -48.7% | +2.8% | -51.5% | -49.1% |
| 30D | -51.9% | +15.4% | -67.4% | -53.6% |
| 3M | -43.6% | +12.1% | -55.6% | -45.2% |
| 6M | -37.5% | +19.7% | -57.2% | -41.4% |
| YTD | -38.6% | +52.4% | -91.0% | -48.0% |
| 1Y | -26.3% | +47.6% | -73.9% | -36.9% |
| All | +90.5% | +33.7% | +56.8% | +62.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling