+30,513.3%
AVGO vs XOP
+67.8%
+30,445.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.9% | -5.7% | -5.1% |
| 7D | +18.2% | +6.3% | +11.8% | +15.8% |
| 30D | +0.2% | -6.6% | +6.8% | +2.4% |
| 3M | -16.8% | +3.6% | -20.3% | -18.1% |
| 6M | -16.5% | +10.8% | -27.2% | -20.2% |
| YTD | +0.8% | +48.3% | -47.4% | -13.9% |
| 1Y | +2.8% | +42.9% | -40.1% | -11.1% |
| 3Y | +278.5% | +43.3% | +235.2% | +223.7% |
| 5Y | +573.1% | +94.0% | +479.1% | +400.3% |
| 10Y | +2,598.7% | +53.7% | +2,544.9% | +1,763.5% |
| All | +30,513.3% | +67.8% | +30,445.5% | +17,138.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling