+916.7%
APO vs XOP
+58.6%
+858.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -3.5% | +2.6% | -6.1% | -4.6% |
| 30D | -6.6% | +9.6% | -16.2% | -10.1% |
| 3M | -3.3% | +20.4% | -23.6% | -11.0% |
| 6M | +22.6% | +19.9% | +2.7% | +11.7% |
| YTD | -9.8% | +56.4% | -66.2% | -27.1% |
| 1Y | -3.9% | +52.4% | -56.3% | -21.8% |
| 3Y | +52.5% | +39.9% | +12.6% | +27.8% |
| 5Y | +134.0% | +163.7% | -29.7% | +48.0% |
| All | +916.7% | +58.6% | +858.1% | +516.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling