+706.7%
ETN vs XOP
+58.6%
+648.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.8% | +3.9% |
| 7D | +3.5% | +2.6% | +0.9% | +2.7% |
| 30D | -7.5% | +9.6% | -17.1% | -10.4% |
| 3M | +8.3% | +20.4% | -12.0% | +1.3% |
| 6M | +20.2% | +19.9% | +0.3% | +11.4% |
| YTD | +34.7% | +56.4% | -21.7% | +13.4% |
| 1Y | +19.4% | +52.4% | -33.0% | +1.1% |
| 3Y | +85.5% | +39.9% | +45.6% | +59.8% |
| 5Y | +186.6% | +163.7% | +22.9% | +87.7% |
| All | +706.7% | +58.6% | +648.1% | +414.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling