+3,074.5%
ASX vs XOP
+82.9%
+2,991.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.1% | +0.5% |
| 7D | -0.7% | +2.6% | -3.3% | -1.6% |
| 30D | +2.0% | +15.4% | -13.5% | -3.1% |
| 3M | -1.3% | +12.1% | -13.4% | -5.7% |
| 6M | +71.4% | +19.7% | +51.8% | +58.1% |
| YTD | +135.3% | +52.4% | +82.9% | +98.2% |
| 1Y | +267.5% | +47.6% | +219.9% | +212.3% |
| 3Y | +388.5% | +34.4% | +354.1% | +324.1% |
| 5Y | +417.1% | +154.4% | +262.7% | +244.9% |
| 10Y | +872.7% | +54.7% | +818.1% | +561.0% |
| All | +3,074.5% | +82.9% | +2,991.6% | +1,353.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling