+249.2%
ASX vs XOP
+52.0%
+197.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.7% | +4.4% | +6.3% |
| 7D | +6.3% | +0.6% | +5.7% | +6.4% |
| 30D | +6.4% | +16.5% | -10.1% | +8.9% |
| 3M | +13.1% | +15.7% | -2.6% | +16.8% |
| 6M | +90.3% | +19.2% | +71.1% | +92.8% |
| YTD | +149.6% | +55.0% | +94.7% | +138.9% |
| 1Y | +249.2% | +54.2% | +195.0% | +236.1% |
| All | +249.2% | +52.0% | +197.2% | +236.1% |
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