-10.3%
BX vs XOP
+42.7%
-53.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.6% |
| 7D | +0.6% | +6.3% | -5.8% | +1.9% |
| 30D | +14.2% | -6.6% | +20.8% | +12.8% |
| 3M | -18.7% | +3.6% | -22.3% | -18.2% |
| 6M | +2.5% | +10.8% | -8.3% | +4.3% |
| YTD | -18.8% | +48.3% | -67.1% | -24.0% |
| 1Y | -10.3% | +42.9% | -53.2% | -14.7% |
| All | -10.3% | +42.7% | -53.0% | -14.7% |
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 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