+55.3%
BE vs XOP
+45.9%
+9.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -6.4% | 0.0% | -7.4% |
| 7D | -12.1% | -10.5% | -1.6% | -13.8% |
| 30D | -30.1% | -4.3% | -25.7% | -30.4% |
| 3M | -12.1% | +4.7% | -16.8% | -11.5% |
| 6M | -30.6% | -0.1% | -30.5% | -28.4% |
| YTD | +130.6% | +43.8% | +86.8% | +103.8% |
| 1Y | +55.3% | +45.3% | +10.0% | +36.3% |
| All | +55.3% | +45.9% | +9.4% | +36.3% |
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 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