+23.0%
C vs XOP
+37.2%
-14.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.5% | +0.4% |
| 7D | -0.4% | -8.4% | +8.0% | -1.8% |
| 30D | -5.2% | -8.4% | +3.2% | -6.5% |
| 3M | -9.1% | +0.2% | -9.2% | -8.8% |
| 6M | -1.6% | +7.2% | -8.8% | 0.0% |
| YTD | +6.9% | +40.8% | -33.9% | +4.2% |
| 1Y | +23.0% | +36.3% | -13.3% | +20.9% |
| All | +23.0% | +37.2% | -14.2% | +20.9% |
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