-11.7%
AXP vs XOP
+39.3%
-51.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | +0.3% |
| 7D | -2.9% | +0.5% | -3.3% | -2.8% |
| 30D | +3.7% | -7.3% | +11.0% | +2.5% |
| 3M | -4.9% | +1.4% | -6.3% | -4.6% |
| 6M | +4.1% | +7.8% | -3.7% | +5.9% |
| YTD | -11.7% | +44.5% | -56.2% | -14.4% |
| 1Y | -11.7% | +37.0% | -48.8% | -13.1% |
| All | -11.7% | +39.3% | -51.1% | -13.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling