+67.8%
B vs XOP
+49.8%
+18.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -2.4% |
| 7D | -1.6% | +2.6% | -4.2% | -1.0% |
| 30D | +9.4% | +15.4% | -6.0% | +13.4% |
| 3M | +5.0% | +12.1% | -7.1% | +8.6% |
| 6M | -3.5% | +19.7% | -23.2% | -2.6% |
| YTD | +4.5% | +52.4% | -47.9% | 0.0% |
| 1Y | +67.8% | +47.6% | +20.2% | +62.0% |
| All | +67.8% | +49.8% | +18.0% | +62.0% |
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