-27.3%
BX vs XOP
+53.5%
-80.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.3% | +2.5% |
| 7D | -5.6% | +2.6% | -8.2% | -5.3% |
| 30D | -12.2% | +9.6% | -21.8% | -11.3% |
| 3M | +7.4% | +20.4% | -13.0% | +9.5% |
| 6M | +22.2% | +19.9% | +2.3% | +22.1% |
| YTD | -14.0% | +56.4% | -70.4% | -18.9% |
| 1Y | -27.3% | +52.4% | -79.7% | -30.9% |
| All | -27.3% | +53.5% | -80.8% | -30.9% |
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