+661.1%
BX vs XOP
+58.6%
+602.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.3% | +2.4% |
| 7D | -5.6% | +2.6% | -8.2% | -6.5% |
| 30D | -12.2% | +9.6% | -21.8% | -15.2% |
| 3M | +7.4% | +20.4% | -13.0% | -0.1% |
| 6M | +22.2% | +19.9% | +2.3% | +12.4% |
| YTD | -14.0% | +56.4% | -70.4% | -28.7% |
| 1Y | -27.3% | +52.4% | -79.7% | -39.4% |
| 3Y | +24.5% | +39.9% | -15.3% | +6.5% |
| 5Y | +18.9% | +163.7% | -144.8% | -19.4% |
| All | +661.1% | +58.6% | +602.4% | +397.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling