+15.0%
EEM vs XOP
+45.9%
-30.9%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.4% | +7.2% | -0.4% |
| 7D | -3.0% | -10.5% | +7.5% | -5.0% |
| 30D | -10.3% | -4.3% | -6.0% | -10.9% |
| 3M | -6.6% | +4.7% | -11.3% | -5.3% |
| 6M | -3.4% | -0.1% | -3.3% | -2.2% |
| YTD | +13.2% | +43.8% | -30.6% | +10.6% |
| 1Y | +15.0% | +45.3% | -30.3% | +12.2% |
| All | +15.0% | +45.9% | -30.9% | +12.2% |
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