+513.6%
EWT vs XOP
+58.6%
+455.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.8% |
| 7D | -1.1% | +2.6% | -3.8% | -1.6% |
| 30D | +4.5% | +9.6% | -5.1% | +2.6% |
| 3M | +8.3% | +20.4% | -12.1% | +4.1% |
| 6M | +54.2% | +19.9% | +34.3% | +47.4% |
| YTD | +74.6% | +56.4% | +18.2% | +57.5% |
| 1Y | +84.9% | +52.4% | +32.5% | +67.5% |
| 3Y | +197.5% | +39.9% | +157.6% | +171.1% |
| 5Y | +150.6% | +163.7% | -13.1% | +97.7% |
| All | +513.6% | +58.6% | +455.0% | +397.5% |
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