+27.7%
BKR vs XOP
+53.5%
-25.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -7.0% | +2.6% | -9.6% | -8.0% |
| 30D | -8.1% | +9.6% | -17.7% | -11.6% |
| 3M | -6.6% | +20.4% | -27.0% | -14.1% |
| 6M | +0.9% | +19.9% | -19.0% | -8.5% |
| YTD | +31.1% | +56.4% | -25.3% | -0.5% |
| 1Y | +27.7% | +52.4% | -24.7% | -1.0% |
| All | +27.7% | +53.5% | -25.8% | -1.0% |
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