+23.3%
BA vs XOP
+53.9%
-30.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -1.0% | -0.4% |
| 7D | -1.1% | +6.3% | -7.4% | -3.8% |
| 30D | -7.1% | -6.6% | -0.5% | -4.6% |
| 3M | -25.5% | +3.6% | -29.1% | -27.1% |
| 6M | -28.7% | +10.8% | -39.5% | -33.3% |
| YTD | -21.0% | +48.3% | -69.3% | -36.8% |
| 1Y | -11.9% | +42.9% | -54.8% | -28.5% |
| 3Y | -16.2% | +43.3% | -59.5% | -33.6% |
| 5Y | -22.4% | +94.0% | -116.3% | -50.2% |
| All | +23.3% | +53.9% | -30.5% | -35.8% |
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