+32.3%
EEM vs XOP
+53.5%
-21.2%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.1% | +1.3% |
| 7D | -1.3% | +2.6% | -3.9% | -0.9% |
| 30D | +2.1% | +9.6% | -7.5% | +3.3% |
| 3M | +1.0% | +20.4% | -19.3% | +3.9% |
| 6M | +15.9% | +19.9% | -4.0% | +17.0% |
| YTD | +24.6% | +56.4% | -31.8% | +18.8% |
| 1Y | +32.3% | +52.4% | -20.2% | +26.8% |
| All | +32.3% | +53.5% | -21.2% | +26.8% |
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