+45.2%
ASML vs XOP
+40.4%
+4.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.6% | -4.1% | -2.0% |
| 7D | +10.4% | +5.2% | +5.2% | +11.8% |
| 30D | -12.7% | -8.4% | -4.4% | -15.2% |
| 3M | -17.2% | +2.9% | -20.1% | -15.6% |
| 6M | -1.3% | +8.8% | -10.1% | +3.5% |
| YTD | +40.8% | +46.9% | -6.1% | +50.7% |
| 1Y | +45.2% | +41.5% | +3.7% | +58.4% |
| All | +45.2% | +40.4% | +4.8% | +58.4% |
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