+22.8%
FLEX vs XOP
+36.1%
-13.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.2% | +11.8% | +12.1% |
| 7D | -7.2% | -10.0% | +2.9% | -11.2% |
| 30D | -34.8% | -9.1% | -25.7% | -37.0% |
| 3M | -35.6% | +5.1% | -40.7% | -32.6% |
| 6M | -45.0% | +6.4% | -51.4% | -41.4% |
| YTD | +29.4% | +39.7% | -10.3% | +20.5% |
| All | +22.8% | +36.1% | -13.3% | +16.6% |
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