+1.4%
AVGO vs XOP
+53.5%
-52.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +1.1% | +2.6% | -1.5% | +1.4% |
| 30D | -13.0% | +9.6% | -22.6% | -12.2% |
| 3M | -6.0% | +20.4% | -26.3% | -4.1% |
| 6M | +6.4% | +19.9% | -13.5% | +7.0% |
| YTD | +5.0% | +56.4% | -51.4% | +1.0% |
| 1Y | +1.4% | +52.4% | -51.1% | -2.2% |
| All | +1.4% | +53.5% | -52.1% | -2.2% |
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