+424.9%
AXP vs XOP
+49.8%
+375.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -1.1% |
| 7D | -2.9% | +0.5% | -3.3% | -3.0% |
| 30D | +3.7% | -7.3% | +11.0% | +6.3% |
| 3M | -4.9% | +1.4% | -6.3% | -6.1% |
| 6M | +4.1% | +7.8% | -3.7% | -0.7% |
| YTD | -11.7% | +44.5% | -56.2% | -26.5% |
| 1Y | -11.7% | +37.0% | -48.8% | -25.0% |
| 3Y | +116.5% | +40.8% | +75.7% | +79.3% |
| 5Y | +89.5% | +88.7% | +0.8% | +32.2% |
| 10Y | +424.9% | +49.9% | +375.0% | +179.5% |
| All | +424.9% | +49.8% | +375.1% | +179.5% |
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