+216.0%
C vs XOP
+43.8%
+172.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -1.0% | -0.3% |
| 7D | +4.2% | +6.3% | -2.2% | +2.4% |
| 30D | +2.0% | -6.6% | +8.6% | +3.6% |
| 3M | -10.1% | +3.6% | -13.7% | -11.6% |
| 6M | +1.0% | +10.8% | -9.8% | -3.5% |
| YTD | +8.5% | +48.3% | -39.8% | -11.5% |
| 1Y | +25.7% | +42.9% | -17.2% | +4.3% |
| 3Y | +216.0% | +43.3% | +172.7% | +154.4% |
| All | +216.0% | +43.8% | +172.2% | +154.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling