+331.8%
ARKK vs XOP
+58.6%
+273.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -3.1% | +2.6% | -5.7% | -3.9% |
| 30D | +2.7% | +9.6% | -6.9% | -0.5% |
| 3M | +10.8% | +20.4% | -9.6% | +3.4% |
| 6M | +14.4% | +19.9% | -5.5% | +5.6% |
| YTD | +8.7% | +56.4% | -47.7% | -9.1% |
| 1Y | +6.7% | +52.4% | -45.7% | -10.1% |
| 3Y | +87.4% | +39.9% | +47.5% | +61.6% |
| 5Y | -29.5% | +163.7% | -193.2% | -50.9% |
| All | +331.8% | +58.6% | +273.2% | +216.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling