+31,416.6%
AVGO vs XOP
+72.5%
+31,344.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | -3.0% | +2.6% | -5.5% | -3.8% |
| 30D | -14.4% | +15.4% | -29.9% | -18.6% |
| 3M | -14.4% | +12.1% | -26.5% | -18.1% |
| 6M | +13.1% | +19.7% | -6.6% | +4.9% |
| YTD | +3.8% | +52.4% | -48.6% | -11.8% |
| 1Y | +17.8% | +47.6% | -29.8% | +0.9% |
| 3Y | +325.3% | +34.4% | +290.9% | +272.0% |
| 5Y | +689.9% | +154.4% | +535.5% | +434.8% |
| 10Y | +2,597.0% | +54.7% | +2,542.3% | +1,760.6% |
| All | +31,416.6% | +72.5% | +31,344.1% | +17,551.9% |
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