+14,595.8%
BKNG vs XOP
+87.1%
+14,508.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.6% | -4.4% | -4.0% |
| 7D | -13.1% | +1.0% | -14.1% | -13.5% |
| 30D | -18.5% | +10.8% | -29.4% | -21.7% |
| 3M | +5.8% | +19.5% | -13.7% | -1.9% |
| 6M | -2.1% | +21.6% | -23.7% | -10.9% |
| YTD | -18.6% | +55.8% | -74.5% | -32.9% |
| 1Y | -21.7% | +54.6% | -76.3% | -35.5% |
| 3Y | +40.9% | +36.6% | +4.2% | +18.7% |
| 5Y | +91.0% | +160.6% | -69.7% | +19.6% |
| 10Y | +213.2% | +56.2% | +156.9% | +103.8% |
| All | +14,595.8% | +87.1% | +14,508.8% | +6,936.6% |
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