+30.9%
BMY vs XOP
+94.3%
-63.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.7% |
| 7D | +2.1% | +6.3% | -4.3% | +1.6% |
| 30D | +7.0% | -6.6% | +13.6% | +7.4% |
| 3M | -0.9% | +3.6% | -4.4% | -1.4% |
| 6M | +14.9% | +10.8% | +4.2% | +13.6% |
| YTD | +22.8% | +48.3% | -25.4% | +17.8% |
| 1Y | +36.2% | +42.9% | -6.7% | +31.1% |
| 3Y | +45.7% | +43.3% | +2.4% | +39.0% |
| All | +30.9% | +94.3% | -63.5% | +24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling