+283.1%
APP vs XOP
+92.5%
+190.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.4% | -3.3% |
| 7D | +10.6% | +5.2% | +5.4% | +8.7% |
| 30D | +44.6% | -8.4% | +52.9% | +47.8% |
| 3M | +29.6% | +2.9% | +26.7% | +26.3% |
| 6M | -19.8% | +8.8% | -28.6% | -24.6% |
| YTD | -41.6% | +46.9% | -88.5% | -53.0% |
| 1Y | -32.7% | +41.5% | -74.2% | -44.9% |
| 3Y | +799.0% | +43.1% | +755.9% | +621.5% |
| All | +283.1% | +92.5% | +190.5% | +175.3% |
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