-12.8%
AVGO vs XOP
+8.5%
-21.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.6% | +3.9% | +5.7% |
| 7D | +25.0% | +5.2% | +19.8% | +25.5% |
| 30D | +2.0% | -8.4% | +10.3% | -0.2% |
| 3M | -12.3% | +2.9% | -15.2% | -11.3% |
| 6M | -12.8% | +8.8% | -21.6% | -8.5% |
| All | -12.8% | +8.5% | -21.3% | -8.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling