+89.6%
AXP vs XOP
+79.6%
+10.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.0% | -0.5% |
| 7D | -0.6% | -8.4% | +7.7% | +2.0% |
| 30D | +5.0% | -8.4% | +13.3% | +7.5% |
| 3M | -4.2% | +0.2% | -4.4% | -5.0% |
| 6M | +2.9% | +7.2% | -4.3% | -1.0% |
| YTD | -11.6% | +40.8% | -52.4% | -24.8% |
| 1Y | -11.1% | +36.3% | -47.4% | -23.5% |
| 3Y | +116.7% | +37.2% | +79.5% | +82.8% |
| 5Y | +89.6% | +86.6% | +3.0% | +35.7% |
| All | +89.6% | +79.6% | +10.0% | +35.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling