-10.6%
BA vs XOP
+45.9%
-56.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.4% | +8.5% | +0.1% |
| 7D | +5.9% | -10.5% | +16.4% | +2.4% |
| 30D | -8.2% | -4.3% | -3.8% | -9.0% |
| 3M | -25.4% | +4.7% | -30.1% | -23.0% |
| 6M | -20.0% | -0.1% | -20.0% | -17.6% |
| YTD | -18.5% | +43.8% | -62.3% | -12.6% |
| 1Y | -10.6% | +45.3% | -55.9% | -4.6% |
| All | -10.6% | +45.9% | -56.5% | -4.6% |
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