-4.9%
EQT vs XOP
+45.9%
-50.7%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.4% | +3.2% | +0.2% |
| 7D | -6.6% | -10.5% | +3.9% | -1.0% |
| 30D | +2.7% | -4.3% | +7.1% | +4.8% |
| 3M | -0.2% | +4.7% | -4.8% | -3.2% |
| 6M | -10.6% | -0.1% | -10.5% | -11.2% |
| YTD | -1.2% | +43.8% | -45.0% | -23.4% |
| 1Y | -4.9% | +45.3% | -50.1% | -27.0% |
| All | -4.9% | +45.9% | -50.7% | -27.0% |
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