+214.5%
BAC vs XOP
+52.4%
+162.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -2.0% | -1.0% |
| 7D | +1.5% | +5.2% | -3.7% | -0.7% |
| 30D | -6.4% | -8.4% | +2.0% | -3.3% |
| 3M | -21.7% | +2.9% | -24.6% | -23.2% |
| 6M | +0.5% | +8.8% | -8.3% | -4.5% |
| YTD | -6.7% | +46.9% | -53.6% | -23.5% |
| 1Y | -4.7% | +41.5% | -46.2% | -20.7% |
| 3Y | +96.1% | +43.1% | +53.0% | +59.5% |
| 5Y | +21.7% | +92.2% | -70.5% | -17.9% |
| All | +214.5% | +52.4% | +162.0% | +75.5% |
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