+9.7%
BKR vs XOP
+45.9%
-36.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -6.4% | +0.9% | -3.0% |
| 7D | -8.8% | -10.5% | +1.8% | -4.7% |
| 30D | -13.1% | -4.3% | -8.7% | -11.5% |
| 3M | -18.9% | +4.7% | -23.6% | -20.3% |
| 6M | -27.2% | -0.1% | -27.2% | -27.9% |
| YTD | +10.7% | +43.8% | -33.1% | -12.1% |
| 1Y | +9.7% | +45.3% | -35.6% | -12.5% |
| All | +9.7% | +45.9% | -36.2% | -12.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling