+345.6%
AVGO vs XOP
+36.7%
+308.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +2.5% |
| 7D | -0.3% | +0.6% | -0.9% | -0.5% |
| 30D | -13.8% | +16.5% | -30.4% | -17.8% |
| 3M | -6.9% | +15.7% | -22.6% | -11.4% |
| 6M | +11.9% | +19.2% | -7.3% | +3.9% |
| YTD | +6.9% | +55.0% | -48.1% | -12.3% |
| 1Y | +7.4% | +54.2% | -46.8% | -12.0% |
| 3Y | +345.6% | +35.9% | +309.7% | +259.7% |
| All | +345.6% | +36.7% | +308.9% | +259.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling