+46.1%
ASML vs XOP
+45.9%
+0.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -6.4% | +2.8% | -5.5% |
| 7D | -10.0% | -10.5% | +0.5% | -13.1% |
| 30D | -19.4% | -4.3% | -15.1% | -20.2% |
| 3M | -12.5% | +4.7% | -17.2% | -9.9% |
| 6M | +8.2% | -0.1% | +8.3% | +9.7% |
| YTD | +40.7% | +43.8% | -3.1% | +52.6% |
| 1Y | +46.1% | +45.3% | +0.9% | +58.9% |
| All | +46.1% | +45.9% | +0.3% | +58.9% |
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