+119.7%
AXP vs XOP
+26.0%
+93.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.9% | +0.6% | -1.5% |
| 7D | +0.4% | -12.7% | +13.1% | +4.2% |
| 30D | +7.0% | -7.6% | +14.7% | +9.0% |
| 3M | -6.6% | +5.8% | -12.4% | -9.2% |
| 6M | +3.5% | -2.7% | +6.2% | +3.1% |
| YTD | -11.2% | +39.7% | -50.8% | -26.7% |
| 1Y | -10.2% | +42.4% | -52.6% | -26.8% |
| All | +119.7% | +26.0% | +93.7% | +83.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling