+668.0%
BE vs XOP
+29.5%
+638.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.9% | -5.8% | -5.5% |
| 7D | +10.8% | +6.3% | +4.5% | +6.9% |
| 30D | -19.8% | -6.6% | -13.2% | -16.7% |
| 3M | -18.7% | +3.6% | -22.3% | -21.4% |
| 6M | -33.7% | +10.8% | -44.5% | -39.8% |
| YTD | +121.0% | +48.3% | +72.7% | +64.1% |
| 1Y | +85.4% | +42.9% | +42.5% | +40.8% |
| 3Y | +1,709.5% | +43.3% | +1,666.2% | +1,263.0% |
| 5Y | +462.2% | +94.0% | +368.2% | +240.4% |
| All | +668.0% | +29.5% | +638.5% | +340.1% |
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