+211.9%
B vs XOP
+52.9%
+159.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +1.1% |
| 7D | +1.0% | +1.0% | +0.1% | +1.0% |
| 30D | +9.5% | +10.8% | -1.4% | +8.5% |
| 3M | +14.3% | +19.5% | -5.1% | +12.4% |
| 6M | -1.9% | +21.6% | -23.5% | -4.1% |
| YTD | +4.1% | +55.8% | -51.7% | -1.0% |
| 1Y | +56.1% | +54.6% | +1.5% | +48.6% |
| 3Y | +202.0% | +36.6% | +165.4% | +189.1% |
| 5Y | +158.8% | +160.6% | -1.8% | +137.8% |
| 10Y | +211.9% | +56.2% | +155.7% | +192.8% |
| All | +211.9% | +52.9% | +159.0% | +192.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling