+103.5%
APLD vs XOP
+52.0%
+51.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.7% | +5.7% | +8.1% |
| 7D | +16.6% | +0.6% | +15.9% | +16.8% |
| 30D | -3.1% | +16.5% | -19.6% | +3.7% |
| 3M | -30.9% | +15.7% | -46.6% | -25.1% |
| 6M | +12.6% | +19.2% | -6.6% | +18.8% |
| YTD | +15.5% | +55.0% | -39.5% | +17.2% |
| 1Y | +103.5% | +54.2% | +49.3% | +108.0% |
| All | +103.5% | +52.0% | +51.6% | +108.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling