+1,804.4%
APO vs XOP
-4.3%
+1,808.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.3% |
| 7D | -1.0% | +2.6% | -3.6% | -2.1% |
| 30D | +3.5% | +15.4% | -12.0% | -2.5% |
| 3M | +4.5% | +12.1% | -7.5% | -0.9% |
| 6M | +22.8% | +19.7% | +3.1% | +12.1% |
| YTD | -6.5% | +52.4% | -58.9% | -23.2% |
| 1Y | +0.8% | +47.6% | -46.7% | -16.4% |
| 3Y | +62.0% | +34.4% | +27.6% | +38.8% |
| 5Y | +138.2% | +154.4% | -16.1% | +54.2% |
| 10Y | +940.3% | +54.7% | +885.6% | +581.7% |
| All | +1,804.4% | -4.3% | +1,808.7% | +1,254.4% |
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