+136.0%
APO vs XOP
+165.6%
-29.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.9% |
| 7D | -1.0% | +1.0% | -1.9% | -1.4% |
| 30D | -0.4% | +10.8% | -11.2% | -4.9% |
| 3M | -0.9% | +19.5% | -20.3% | -9.1% |
| 6M | +22.1% | +21.6% | +0.6% | +9.5% |
| YTD | -8.4% | +55.8% | -64.2% | -27.9% |
| 1Y | -0.9% | +54.6% | -55.6% | -22.2% |
| 3Y | +56.1% | +36.6% | +19.5% | +28.0% |
| 5Y | +136.0% | +160.6% | -24.6% | +48.4% |
| All | +136.0% | +165.6% | -29.6% | +48.4% |
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