+1,003.0%
BE vs XOP
+36.6%
+966.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.1% | +6.5% | +6.6% |
| 7D | +9.0% | +2.6% | +6.4% | +7.4% |
| 30D | +16.3% | +9.6% | +6.7% | +9.7% |
| 3M | +10.8% | +20.4% | -9.6% | -2.5% |
| 6M | +73.2% | +19.9% | +53.3% | +49.7% |
| YTD | +217.4% | +56.4% | +161.0% | +130.2% |
| 1Y | +309.8% | +52.4% | +257.3% | +200.3% |
| 3Y | +1,726.2% | +39.9% | +1,686.3% | +1,311.8% |
| 5Y | +1,306.2% | +163.7% | +1,142.4% | +611.8% |
| All | +1,003.0% | +36.6% | +966.4% | +517.4% |
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