+407.0%
AXP vs XOP
+53.9%
+353.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.4% |
| 7D | -0.1% | +6.3% | -6.5% | -2.5% |
| 30D | +4.4% | -6.6% | +11.0% | +6.8% |
| 3M | -6.4% | +3.6% | -10.0% | -8.4% |
| 6M | +4.2% | +10.8% | -6.6% | -1.7% |
| YTD | -12.4% | +48.3% | -60.6% | -27.9% |
| 1Y | -11.1% | +42.9% | -54.0% | -25.8% |
| 3Y | +114.9% | +43.3% | +71.6% | +76.7% |
| 5Y | +87.4% | +94.0% | -6.5% | +29.3% |
| All | +407.0% | +53.9% | +353.2% | +167.2% |
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