+2,761.7%
AVGO vs XOP
+58.4%
+2,703.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | +1.0% | +1.6% | -0.6% | +0.6% |
| 30D | -13.3% | +9.6% | -22.9% | -15.6% |
| 3M | -2.9% | +16.9% | -19.8% | -7.7% |
| 6M | +5.7% | +24.0% | -18.3% | -2.1% |
| YTD | +4.6% | +56.2% | -51.6% | -10.1% |
| 1Y | -1.6% | +51.8% | -53.4% | -14.9% |
| 3Y | +336.2% | +37.0% | +299.3% | +284.8% |
| 5Y | +695.6% | +163.4% | +532.3% | +464.3% |
| All | +2,761.7% | +58.4% | +2,703.3% | +1,847.5% |
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