+359.8%
ARKK vs XOP
+3.5%
+356.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.3% | -1.9% |
| 7D | +1.4% | +1.0% | +0.4% | +1.1% |
| 30D | +5.1% | +10.8% | -5.7% | +1.8% |
| 3M | +12.7% | +19.5% | -6.7% | +6.0% |
| 6M | +13.8% | +21.6% | -7.8% | +5.4% |
| YTD | +9.9% | +55.8% | -45.9% | -6.4% |
| 1Y | +10.4% | +54.6% | -44.2% | -5.9% |
| 3Y | +93.6% | +36.6% | +57.0% | +70.6% |
| 5Y | -29.4% | +160.6% | -190.0% | -48.8% |
| 10Y | +336.9% | +56.2% | +280.6% | +216.6% |
| All | +359.8% | +3.5% | +356.3% | +227.2% |
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