+440.3%
AXP vs XOP
+47.9%
+392.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | -1.1% | -10.0% | +8.9% | +2.9% |
| 30D | +5.2% | -9.1% | +14.3% | +8.7% |
| 3M | -4.6% | +5.1% | -9.6% | -7.2% |
| 6M | +3.2% | +6.4% | -3.2% | -1.0% |
| YTD | -11.3% | +39.7% | -51.1% | -25.3% |
| 1Y | -11.0% | +37.2% | -48.2% | -24.5% |
| 3Y | +120.2% | +37.6% | +82.5% | +84.0% |
| 5Y | +91.7% | +76.5% | +15.2% | +37.4% |
| 10Y | +440.3% | +42.6% | +397.7% | +193.5% |
| All | +440.3% | +47.9% | +392.4% | +193.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling