+500.0%
APP vs XOP
+145.9%
+354.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.2% | +10.1% | +9.9% |
| 7D | +71.2% | -14.7% | +85.9% | +79.4% |
| 30D | +39.1% | -7.7% | +46.8% | +41.3% |
| 3M | +16.5% | +4.4% | +12.1% | +12.6% |
| 6M | -16.6% | +3.5% | -20.1% | -20.1% |
| YTD | -41.9% | +39.4% | -81.4% | -51.7% |
| 1Y | -37.0% | +39.8% | -76.8% | -47.8% |
| 3Y | +892.4% | +29.7% | +862.8% | +738.6% |
| 5Y | +297.3% | +78.6% | +218.7% | +202.4% |
| All | +500.0% | +145.9% | +354.1% | +291.3% |
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 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