+19.3%
ETN vs XOP
+49.8%
-30.5%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.4% |
| 7D | +2.0% | +2.6% | -0.6% | +2.2% |
| 30D | -7.9% | +15.4% | -23.4% | -6.8% |
| 3M | -1.6% | +12.1% | -13.7% | -0.2% |
| 6M | +16.9% | +19.7% | -2.8% | +16.0% |
| YTD | +30.1% | +52.4% | -22.3% | +23.0% |
| 1Y | +19.3% | +47.6% | -28.3% | +13.2% |
| All | +19.3% | +49.8% | -30.5% | +13.2% |
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