-41.4%
APP vs XOP
+49.5%
-90.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +3.1% | +2.0% |
| 7D | +0.9% | +2.6% | -1.7% | +1.5% |
| 30D | -23.3% | +15.4% | -38.7% | -20.8% |
| 3M | -42.6% | +12.1% | -54.7% | -40.5% |
| 6M | -33.6% | +19.7% | -53.3% | -31.7% |
| YTD | -52.4% | +52.4% | -104.8% | -50.1% |
| All | -41.4% | +49.5% | -90.9% | -37.1% |
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