+449.4%
FLEX vs XOP
+35.1%
+414.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.8% |
| 7D | -0.9% | +2.6% | -3.5% | -1.7% |
| 30D | -10.1% | +15.4% | -25.6% | -14.1% |
| 3M | -31.3% | +12.1% | -43.4% | -33.9% |
| 6M | +71.3% | +19.7% | +51.6% | +53.5% |
| YTD | +81.2% | +52.4% | +28.9% | +39.7% |
| 1Y | +98.5% | +47.6% | +50.9% | +55.0% |
| All | +449.4% | +35.1% | +414.3% | +322.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling