+1,227.8%
BE vs XOP
+165.6%
+1,062.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.6% | -3.4% | -3.2% |
| 7D | +23.9% | +1.0% | +23.0% | +23.2% |
| 30D | +27.8% | +10.8% | +17.0% | +19.9% |
| 3M | +3.7% | +19.5% | -15.7% | -8.4% |
| 6M | +78.0% | +21.6% | +56.4% | +52.2% |
| YTD | +209.9% | +55.8% | +154.1% | +122.2% |
| 1Y | +389.6% | +54.6% | +335.0% | +250.6% |
| 3Y | +1,730.6% | +36.6% | +1,694.0% | +1,316.7% |
| 5Y | +1,227.8% | +160.6% | +1,067.2% | +566.9% |
| All | +1,227.8% | +165.6% | +1,062.2% | +566.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling