+97.9%
EWT vs XOP
+49.8%
+48.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +1.8% |
| 7D | +4.0% | +2.6% | +1.4% | +4.3% |
| 30D | +10.3% | +15.4% | -5.1% | +12.3% |
| 3M | +6.1% | +12.1% | -6.0% | +8.3% |
| 6M | +56.6% | +19.7% | +36.9% | +56.2% |
| YTD | +76.6% | +52.4% | +24.2% | +65.7% |
| 1Y | +97.9% | +47.6% | +50.3% | +87.7% |
| All | +97.9% | +49.8% | +48.1% | +87.7% |
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