+913.4%
ASX vs XOP
+52.0%
+861.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.7% | +4.4% | +5.6% |
| 7D | +6.3% | +0.6% | +5.7% | +6.1% |
| 30D | +6.4% | +16.5% | -10.1% | +2.0% |
| 3M | +13.1% | +15.7% | -2.6% | +8.3% |
| 6M | +90.3% | +19.2% | +71.1% | +79.0% |
| YTD | +149.6% | +55.0% | +94.7% | +116.8% |
| 1Y | +249.2% | +54.2% | +195.0% | +203.2% |
| 3Y | +445.9% | +35.9% | +410.0% | +386.2% |
| 5Y | +477.7% | +162.4% | +315.3% | +325.3% |
| 10Y | +913.4% | +50.2% | +863.2% | +609.8% |
| All | +913.4% | +52.0% | +861.4% | +609.8% |
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