+1,504.8%
ASML vs XOP
+47.9%
+1,456.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +6.1% |
| 7D | -0.8% | -10.0% | +9.2% | +2.2% |
| 30D | -14.9% | -9.1% | -5.8% | -12.6% |
| 3M | -13.0% | +5.1% | -18.0% | -14.5% |
| 6M | -4.7% | +6.4% | -11.1% | -7.2% |
| YTD | +42.3% | +39.7% | +2.6% | +25.5% |
| 1Y | +49.7% | +37.2% | +12.5% | +32.5% |
| 3Y | +144.3% | +37.6% | +106.7% | +114.0% |
| 5Y | +86.4% | +76.5% | +9.9% | +49.8% |
| 10Y | +1,504.8% | +42.6% | +1,462.2% | +1,140.8% |
| All | +1,504.8% | +47.9% | +1,456.9% | +1,140.8% |
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