+1,628.9%
APO vs XOP
-7.7%
+1,636.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -3.0% | -2.0% |
| 7D | +3.5% | +5.2% | -1.7% | +1.4% |
| 30D | +4.4% | -8.4% | +12.7% | +7.5% |
| 3M | -12.1% | +2.9% | -15.0% | -13.9% |
| 6M | -7.2% | +8.8% | -16.1% | -12.0% |
| YTD | -15.1% | +46.9% | -62.0% | -29.8% |
| 1Y | -7.7% | +41.5% | -49.1% | -22.5% |
| 3Y | +49.6% | +43.1% | +6.5% | +24.4% |
| 5Y | +78.3% | +92.2% | -13.9% | +28.2% |
| 10Y | +827.7% | +52.3% | +775.4% | +509.0% |
| All | +1,628.9% | -7.7% | +1,636.6% | +1,137.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling