+285.2%
APH vs XOP
+94.3%
+190.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.7% | -2.0% |
| 7D | +4.9% | +6.3% | -1.5% | +3.3% |
| 30D | -5.4% | -6.6% | +1.2% | -3.9% |
| 3M | -5.5% | +3.6% | -9.0% | -6.5% |
| 6M | +25.9% | +10.8% | +15.2% | +21.9% |
| YTD | +16.4% | +48.3% | -31.9% | +1.7% |
| 1Y | +16.5% | +42.9% | -26.4% | +2.9% |
| 3Y | +270.9% | +43.3% | +227.6% | +222.5% |
| All | +285.2% | +94.3% | +190.9% | +209.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling