+911.5%
BE vs XOP
+33.1%
+878.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.8% | +8.2% | +7.9% |
| 7D | +20.0% | +2.6% | +17.4% | +18.1% |
| 30D | +7.9% | +15.4% | -7.5% | -1.8% |
| 3M | -13.2% | +12.1% | -25.3% | -20.5% |
| 6M | +53.5% | +19.7% | +33.8% | +32.3% |
| YTD | +191.0% | +52.4% | +138.6% | +114.3% |
| 1Y | +360.5% | +47.6% | +313.0% | +244.4% |
| 3Y | +1,568.0% | +34.4% | +1,533.6% | +1,220.1% |
| 5Y | +1,055.2% | +154.4% | +900.8% | +497.5% |
| All | +911.5% | +33.1% | +878.4% | +474.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling