+950.6%
BX vs XOP
+33.0%
+917.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -2.4% |
| 7D | -2.0% | +0.6% | -2.6% | -2.3% |
| 30D | -2.3% | +16.5% | -18.8% | -9.6% |
| 3M | +18.5% | +15.7% | +2.8% | +9.1% |
| 6M | +23.7% | +19.2% | +4.5% | +10.4% |
| YTD | -10.4% | +55.0% | -65.3% | -30.3% |
| 1Y | -19.6% | +54.2% | -73.7% | -37.6% |
| 3Y | +30.8% | +35.9% | -5.1% | +6.9% |
| 5Y | +24.3% | +162.4% | -138.1% | -30.6% |
| 10Y | +679.5% | +50.2% | +629.3% | +366.3% |
| All | +950.6% | +33.0% | +917.6% | +318.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling