+91.7%
BKNG vs XOP
+158.5%
-66.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -10.7% | +1.6% | -12.3% | -11.0% |
| 30D | -18.1% | +9.6% | -27.7% | -19.8% |
| 3M | +8.5% | +16.9% | -8.4% | +4.2% |
| 6M | -0.1% | +24.0% | -24.1% | -6.5% |
| YTD | -18.2% | +56.2% | -74.4% | -28.7% |
| 1Y | -19.9% | +51.8% | -71.6% | -29.8% |
| 3Y | +41.6% | +37.0% | +4.6% | +25.3% |
| All | +91.7% | +158.5% | -66.8% | +36.9% |
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