+921.9%
EWT vs XOP
+86.0%
+835.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.2% | -1.1% |
| 7D | +1.6% | +0.6% | +1.0% | +1.4% |
| 30D | +8.2% | +16.5% | -8.3% | +3.1% |
| 3M | +11.1% | +15.7% | -4.7% | +5.5% |
| 6M | +60.4% | +19.2% | +41.2% | +49.6% |
| YTD | +75.6% | +55.0% | +20.6% | +50.1% |
| 1Y | +91.3% | +54.2% | +37.1% | +63.5% |
| 3Y | +200.3% | +35.9% | +164.4% | +162.3% |
| 5Y | +156.4% | +162.4% | -6.0% | +72.8% |
| 10Y | +495.8% | +50.2% | +445.6% | +321.6% |
| All | +921.9% | +86.0% | +835.8% | +405.4% |
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