+2.8%
AVGO vs XOP
+42.7%
-39.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.9% | -5.7% | -4.7% |
| 7D | +18.2% | +6.3% | +11.8% | +19.0% |
| 30D | +0.2% | -6.6% | +6.8% | -1.2% |
| 3M | -16.8% | +3.6% | -20.3% | -16.2% |
| 6M | -16.5% | +10.8% | -27.2% | -14.2% |
| YTD | +0.8% | +48.3% | -47.4% | +3.5% |
| 1Y | +2.8% | +42.9% | -40.1% | +8.1% |
| All | +2.8% | +42.7% | -39.9% | +8.1% |
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