+0.1%
DOW vs XOP
+82.5%
-82.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -0.8% |
| 7D | +5.2% | +6.3% | -1.1% | +1.8% |
| 30D | +13.2% | -6.6% | +19.8% | +17.2% |
| 3M | +10.1% | +3.6% | +6.5% | +7.8% |
| 6M | -13.1% | +10.8% | -23.8% | -17.9% |
| YTD | +46.1% | +48.3% | -2.1% | +19.2% |
| 1Y | +50.0% | +42.9% | +7.1% | +24.7% |
| 3Y | -20.2% | +43.3% | -63.5% | -34.3% |
| 5Y | -27.7% | +94.0% | -121.6% | -51.6% |
| All | +0.1% | +82.5% | -82.4% | -40.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling