+1,838.5%
ETN vs XOP
+86.0%
+1,752.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.1% | +2.0% |
| 7D | +8.0% | +0.6% | +7.4% | +7.8% |
| 30D | -5.9% | +16.5% | -22.4% | -11.9% |
| 3M | +5.0% | +15.7% | -10.8% | -2.1% |
| 6M | +22.4% | +19.2% | +3.2% | +11.4% |
| YTD | +33.6% | +55.0% | -21.3% | +8.4% |
| 1Y | +22.1% | +54.2% | -32.0% | -1.2% |
| 3Y | +85.6% | +35.9% | +49.7% | +56.1% |
| 5Y | +179.2% | +162.4% | +16.8% | +64.4% |
| 10Y | +687.3% | +50.2% | +637.2% | +399.8% |
| All | +1,838.5% | +86.0% | +1,752.5% | +802.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling