+72.2%
BKR vs XOP
+36.1%
+36.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.9% | -6.8% |
| 7D | -6.7% | +1.6% | -8.3% | -7.7% |
| 30D | -8.3% | +9.6% | -17.9% | -14.0% |
| 3M | -5.4% | +16.9% | -22.3% | -15.6% |
| 6M | +0.8% | +24.0% | -23.2% | -15.4% |
| YTD | +31.8% | +56.2% | -24.4% | -8.5% |
| 1Y | +28.6% | +51.8% | -23.2% | -9.0% |
| All | +72.2% | +36.1% | +36.1% | +29.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling