+1,784.6%
BE vs XOP
+36.7%
+1,747.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.7% | +8.0% | +8.8% |
| 7D | +29.8% | +0.6% | +29.1% | +29.4% |
| 30D | +26.4% | +16.5% | +9.9% | +16.2% |
| 3M | +9.3% | +15.7% | -6.4% | +0.1% |
| 6M | +105.1% | +19.2% | +85.9% | +79.9% |
| YTD | +219.0% | +55.0% | +164.1% | +129.2% |
| 1Y | +418.8% | +54.2% | +364.6% | +270.7% |
| 3Y | +1,784.6% | +35.9% | +1,748.7% | +1,378.0% |
| All | +1,784.6% | +36.7% | +1,747.9% | +1,378.0% |
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