+1,582.8%
ASML vs XOP
+49.8%
+1,533.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.9% | +1.0% |
| 7D | +2.5% | +0.5% | +2.1% | +2.5% |
| 30D | -12.2% | -7.3% | -4.9% | -10.4% |
| 3M | -14.6% | +1.4% | -16.0% | -15.2% |
| 6M | -1.7% | +7.8% | -9.5% | -4.6% |
| YTD | +44.3% | +44.5% | -0.2% | +26.0% |
| 1Y | +51.0% | +37.0% | +14.0% | +33.9% |
| 3Y | +137.6% | +40.8% | +96.8% | +106.8% |
| 5Y | +92.7% | +88.7% | +4.1% | +52.1% |
| 10Y | +1,582.8% | +49.9% | +1,533.0% | +1,191.6% |
| All | +1,582.8% | +49.8% | +1,533.0% | +1,191.6% |
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