+28.4%
FLEX vs XOP
+39.3%
-11.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.6% | +1.2% | +4.6% |
| 7D | +2.2% | +0.5% | +1.8% | +2.2% |
| 30D | -32.6% | -7.3% | -25.4% | -34.7% |
| 3M | -35.5% | +1.4% | -36.9% | -34.3% |
| 6M | -45.6% | +7.8% | -53.3% | -42.2% |
| YTD | +30.7% | +44.5% | -13.8% | +21.1% |
| 1Y | +28.4% | +37.0% | -8.7% | +22.5% |
| All | +28.4% | +39.3% | -11.0% | +22.5% |
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 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