+120.2%
BKR vs XOP
+58.6%
+61.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.7% |
| 7D | -7.0% | +2.6% | -9.6% | -8.7% |
| 30D | -8.1% | +9.6% | -17.7% | -13.8% |
| 3M | -6.6% | +20.4% | -27.0% | -18.3% |
| 6M | +0.9% | +19.9% | -19.0% | -12.5% |
| YTD | +31.1% | +56.4% | -25.3% | -6.1% |
| 1Y | +27.7% | +52.4% | -24.7% | -7.1% |
| 3Y | +71.2% | +39.9% | +31.3% | +31.8% |
| 5Y | +177.6% | +163.7% | +13.9% | +34.7% |
| All | +120.2% | +58.6% | +61.5% | +23.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling