+78.7%
APO vs XOP
+94.3%
-15.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.4% |
| 7D | +5.8% | +6.3% | -0.6% | +3.1% |
| 30D | +8.9% | -6.6% | +15.5% | +11.3% |
| 3M | -13.6% | +3.6% | -17.2% | -15.9% |
| 6M | -5.4% | +10.8% | -16.1% | -11.4% |
| YTD | -13.6% | +48.3% | -61.9% | -31.3% |
| 1Y | -2.5% | +42.9% | -45.4% | -21.1% |
| 3Y | +50.9% | +43.3% | +7.6% | +20.1% |
| All | +78.7% | +94.3% | -15.6% | +27.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling