+737.4%
AXP vs XOP
+67.7%
+669.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.9% | +0.6% | -1.0% |
| 7D | +0.4% | -12.7% | +13.1% | +6.3% |
| 30D | +7.0% | -7.6% | +14.7% | +10.3% |
| 3M | -6.6% | +5.8% | -12.4% | -9.8% |
| 6M | +3.5% | -2.7% | +6.2% | +2.6% |
| YTD | -11.2% | +39.7% | -50.8% | -26.4% |
| 1Y | -10.2% | +42.4% | -52.6% | -26.4% |
| 3Y | +120.0% | +26.4% | +93.6% | +87.6% |
| 5Y | +95.6% | +78.9% | +16.6% | +34.3% |
| 10Y | +468.1% | +52.1% | +416.0% | +246.8% |
| All | +737.4% | +67.7% | +669.7% | +262.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling