+352.1%
DIS vs XOP
+82.9%
+269.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.4% |
| 7D | -2.6% | +2.6% | -5.1% | -3.4% |
| 30D | +3.5% | +15.4% | -12.0% | -1.7% |
| 3M | +6.8% | +12.1% | -5.2% | +2.0% |
| 6M | +3.0% | +19.7% | -16.7% | -5.0% |
| YTD | -6.7% | +52.4% | -59.1% | -21.1% |
| 1Y | -10.1% | +47.6% | -57.6% | -23.4% |
| 3Y | +33.0% | +34.4% | -1.3% | +15.3% |
| 5Y | -40.0% | +154.4% | -194.4% | -60.1% |
| 10Y | +21.1% | +54.7% | -33.6% | -18.2% |
| All | +352.1% | +82.9% | +269.1% | +114.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling