+319.1%
DELL vs XOP
+49.8%
+269.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.6% |
| 7D | +14.9% | +2.6% | +12.3% | +14.5% |
| 30D | +13.3% | +15.4% | -2.2% | +10.8% |
| 3M | +24.4% | +12.1% | +12.3% | +22.7% |
| 6M | +258.0% | +19.7% | +238.3% | +231.9% |
| YTD | +320.2% | +52.4% | +267.8% | +258.8% |
| 1Y | +319.1% | +47.6% | +271.5% | +264.9% |
| All | +319.1% | +49.8% | +269.3% | +264.9% |
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