-12.3%
BA vs XOP
+40.4%
-52.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.6% | -3.4% | -1.2% |
| 7D | -0.6% | +5.2% | -5.7% | +1.0% |
| 30D | -8.0% | -8.4% | +0.4% | -10.4% |
| 3M | -25.8% | +2.9% | -28.7% | -24.2% |
| 6M | -27.6% | +8.8% | -36.4% | -23.5% |
| YTD | -21.0% | +46.9% | -67.9% | -15.0% |
| 1Y | -12.3% | +41.5% | -53.7% | -6.6% |
| All | -12.3% | +40.4% | -52.6% | -6.6% |
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