-4.6%
BA vs XOP
+33.7%
-38.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.7% | +1.0% |
| 7D | +1.2% | +2.6% | -1.4% | +0.7% |
| 30D | -11.6% | +15.4% | -27.1% | -14.1% |
| 3M | -2.4% | +12.1% | -14.4% | -4.8% |
| 6M | -6.6% | +19.7% | -26.3% | -12.2% |
| YTD | -2.2% | +52.4% | -54.6% | -16.7% |
| 1Y | -8.0% | +47.6% | -55.6% | -21.0% |
| All | -4.6% | +33.7% | -38.3% | -20.3% |
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