+707.7%
BE vs XOP
+28.3%
+679.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.6% | -5.2% | -4.6% |
| 7D | +20.5% | +5.2% | +15.4% | +17.0% |
| 30D | -23.4% | -8.4% | -15.0% | -19.4% |
| 3M | -14.9% | +2.9% | -17.8% | -17.3% |
| 6M | -28.1% | +8.8% | -36.9% | -34.0% |
| YTD | +132.4% | +46.9% | +85.5% | +73.6% |
| 1Y | +59.4% | +41.5% | +17.9% | +21.8% |
| 3Y | +1,815.8% | +43.1% | +1,772.7% | +1,344.3% |
| 5Y | +491.3% | +92.2% | +399.1% | +260.2% |
| All | +707.7% | +28.3% | +679.4% | +365.6% |
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