+486.8%
ASX vs XOP
+94.3%
+392.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -3.0% | -2.3% |
| 7D | +12.4% | +6.3% | +6.0% | +10.2% |
| 30D | -19.8% | -6.6% | -13.2% | -18.1% |
| 3M | -10.3% | +3.6% | -13.9% | -11.6% |
| 6M | +1.2% | +10.8% | -9.5% | -2.9% |
| YTD | +123.0% | +48.3% | +74.8% | +88.1% |
| 1Y | +145.4% | +42.9% | +102.5% | +109.8% |
| 3Y | +368.6% | +43.3% | +325.3% | +292.4% |
| All | +486.8% | +94.3% | +392.5% | +341.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling