+165.5%
B vs XOP
+43.8%
+121.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.7% |
| 7D | -7.3% | +6.3% | -13.7% | -7.6% |
| 30D | -3.3% | -6.6% | +3.2% | -3.0% |
| 3M | -7.8% | +3.6% | -11.3% | -8.4% |
| 6M | -15.5% | +10.8% | -26.3% | -16.9% |
| YTD | -12.3% | +48.3% | -60.5% | -21.5% |
| 1Y | +5.4% | +42.9% | -37.6% | -4.8% |
| 3Y | +165.5% | +43.3% | +122.2% | +130.9% |
| All | +165.5% | +43.8% | +121.7% | +130.9% |
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