+46.9%
CVX vs XOP
+42.7%
+4.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.0% |
| 7D | +3.4% | +6.3% | -2.9% | -0.7% |
| 30D | -1.0% | -6.6% | +5.6% | +3.4% |
| 3M | +12.2% | +3.6% | +8.6% | +9.5% |
| 6M | +20.3% | +10.8% | +9.6% | +12.2% |
| YTD | +48.3% | +48.3% | 0.0% | +18.1% |
| 1Y | +46.9% | +42.9% | +4.0% | +19.0% |
| All | +46.9% | +42.7% | +4.2% | +19.0% |
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