+58.1%
EBAY vs XOP
+156.4%
-98.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.2% | +1.4% |
| 7D | -0.8% | +1.6% | -2.4% | -1.1% |
| 30D | -0.6% | +9.6% | -10.2% | -2.3% |
| 3M | -1.0% | +16.9% | -17.9% | -4.2% |
| 6M | +16.3% | +24.0% | -7.8% | +10.6% |
| YTD | +21.7% | +56.2% | -34.5% | +9.8% |
| 1Y | +16.5% | +51.8% | -35.3% | +5.6% |
| 3Y | +154.2% | +37.0% | +117.2% | +131.9% |
| 5Y | +58.1% | +163.4% | -105.3% | +21.5% |
| All | +58.1% | +156.4% | -98.3% | +21.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling