+45.6%
C vs XOP
+52.0%
-6.3%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.5% |
| 7D | +3.2% | +0.6% | +2.6% | +3.3% |
| 30D | +1.3% | +16.5% | -15.2% | +3.2% |
| 3M | +3.1% | +15.7% | -12.6% | +5.2% |
| 6M | +29.6% | +19.2% | +10.4% | +30.4% |
| YTD | +19.0% | +55.0% | -36.0% | +15.2% |
| 1Y | +45.6% | +54.2% | -8.5% | +41.5% |
| All | +45.6% | +52.0% | -6.3% | +41.5% |
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