-3.9%
APO vs XOP
+53.5%
-57.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -3.5% | +2.6% | -6.1% | -3.4% |
| 30D | -6.6% | +9.6% | -16.2% | -6.2% |
| 3M | -3.3% | +20.4% | -23.6% | -2.5% |
| 6M | +22.6% | +19.9% | +2.7% | +22.1% |
| YTD | -9.8% | +56.4% | -66.2% | -15.2% |
| 1Y | -3.9% | +52.4% | -56.3% | -9.0% |
| All | -3.9% | +53.5% | -57.3% | -9.0% |
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