-7.7%
APO vs XOP
+40.4%
-48.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -3.0% | -1.1% |
| 7D | +3.5% | +5.2% | -1.7% | +4.2% |
| 30D | +4.4% | -8.4% | +12.7% | +3.2% |
| 3M | -12.1% | +2.9% | -15.0% | -12.2% |
| 6M | -7.2% | +8.8% | -16.1% | -6.7% |
| YTD | -15.1% | +46.9% | -62.0% | -21.3% |
| 1Y | -7.7% | +41.5% | -49.1% | -12.7% |
| All | -7.7% | +40.4% | -48.0% | -12.7% |
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