+711.1%
AVGO vs XOP
+165.6%
+545.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.3% |
| 7D | -0.8% | +1.0% | -1.7% | -1.0% |
| 30D | -13.7% | +10.8% | -24.6% | -16.3% |
| 3M | -6.9% | +19.5% | -26.4% | -12.2% |
| 6M | +5.8% | +21.6% | -15.8% | -1.7% |
| YTD | +5.7% | +55.8% | -50.2% | -10.3% |
| 1Y | +9.0% | +54.6% | -45.6% | -7.4% |
| 3Y | +340.5% | +36.6% | +303.9% | +280.6% |
| 5Y | +711.1% | +160.6% | +550.4% | +502.5% |
| All | +711.1% | +165.6% | +545.4% | +502.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling