+262.1%
APH vs XOP
+25.8%
+236.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.2% | +4.3% | +4.2% |
| 7D | -5.9% | -14.7% | +8.8% | -2.6% |
| 30D | -14.8% | -7.7% | -7.1% | -13.4% |
| 3M | -12.4% | +4.4% | -16.9% | -13.6% |
| 6M | +8.1% | +3.5% | +4.5% | +6.4% |
| YTD | +10.9% | +39.4% | -28.5% | -4.7% |
| 1Y | +8.8% | +39.8% | -31.0% | -6.9% |
| 3Y | +262.1% | +29.7% | +232.4% | +211.4% |
| All | +262.1% | +25.8% | +236.3% | +211.4% |
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