+104.7%
FLEX vs XOP
+52.0%
+52.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.7% | +5.0% |
| 7D | +7.0% | +0.6% | +6.4% | +7.2% |
| 30D | -5.8% | +16.5% | -22.3% | +0.2% |
| 3M | -24.2% | +15.7% | -39.9% | -19.1% |
| 6M | +90.8% | +19.2% | +71.6% | +94.0% |
| YTD | +89.2% | +55.0% | +34.2% | +78.8% |
| 1Y | +104.7% | +54.2% | +50.5% | +95.1% |
| All | +104.7% | +52.0% | +52.7% | +95.1% |
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