+195.6%
EQT vs XOP
+158.5%
+37.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.4% |
| 7D | -1.2% | +1.6% | -2.8% | -2.5% |
| 30D | +1.1% | +9.6% | -8.5% | -6.3% |
| 3M | +4.8% | +16.9% | -12.1% | -8.2% |
| 6M | -10.6% | +24.0% | -34.6% | -26.4% |
| YTD | +3.4% | +56.2% | -52.8% | -30.3% |
| 1Y | +8.7% | +51.8% | -43.1% | -25.2% |
| 3Y | +35.0% | +37.0% | -2.0% | -0.2% |
| All | +195.6% | +158.5% | +37.1% | +25.3% |
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