-16.6%
BX vs XOP
+49.8%
-66.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -1.2% |
| 7D | -4.4% | +2.6% | -6.9% | -4.1% |
| 30D | +0.1% | +15.4% | -15.4% | +1.6% |
| 3M | +16.0% | +12.1% | +4.0% | +17.6% |
| 6M | +21.6% | +19.7% | +1.9% | +20.6% |
| YTD | -8.9% | +52.4% | -61.3% | -14.3% |
| 1Y | -16.6% | +47.6% | -64.2% | -20.8% |
| All | -16.6% | +49.8% | -66.4% | -20.8% |
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