+98.5%
FLEX vs XOP
+49.8%
+48.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.2% |
| 7D | -0.9% | +2.6% | -3.5% | +0.1% |
| 30D | -10.1% | +15.4% | -25.6% | -4.8% |
| 3M | -31.3% | +12.1% | -43.4% | -27.7% |
| 6M | +71.3% | +19.7% | +51.6% | +72.2% |
| YTD | +81.2% | +52.4% | +28.9% | +70.8% |
| 1Y | +98.5% | +47.6% | +50.9% | +87.7% |
| All | +98.5% | +49.8% | +48.7% | +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