+2,534.5%
APH vs XOP
+82.9%
+2,451.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.9% | -48.7% | -48.1% |
| 7D | -48.7% | +2.8% | -51.5% | -49.4% |
| 30D | -51.9% | +15.4% | -67.4% | -54.6% |
| 3M | -43.6% | +12.1% | -55.6% | -46.3% |
| 6M | -37.5% | +19.7% | -57.2% | -42.7% |
| YTD | -38.6% | +52.4% | -91.0% | -48.9% |
| 1Y | -26.3% | +47.6% | -73.9% | -38.1% |
| 3Y | +89.2% | +34.4% | +54.8% | +62.1% |
| 5Y | +119.8% | +154.4% | -34.6% | +40.0% |
| 10Y | +454.3% | +54.7% | +399.6% | +262.2% |
| All | +2,534.5% | +82.9% | +2,451.6% | +1,093.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling