+842.6%
ASX vs XOP
+47.9%
+794.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.2% | +8.4% | +8.6% |
| 7D | -12.3% | -10.0% | -2.3% | -9.6% |
| 30D | -26.0% | -9.1% | -16.9% | -24.0% |
| 3M | -8.1% | +5.1% | -13.2% | -9.6% |
| 6M | +1.4% | +6.4% | -5.0% | -1.1% |
| YTD | +115.6% | +39.7% | +75.8% | +92.1% |
| 1Y | +128.0% | +37.2% | +90.8% | +104.1% |
| 3Y | +371.4% | +37.6% | +333.8% | +317.9% |
| 5Y | +469.4% | +76.5% | +392.9% | +364.2% |
| 10Y | +842.6% | +42.6% | +800.0% | +569.2% |
| All | +842.6% | +47.9% | +794.7% | +569.2% |
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 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