+1,316.4%
FLEX vs XOP
+82.9%
+1,233.4%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.9% |
| 7D | -0.9% | +2.6% | -3.5% | -2.2% |
| 30D | -10.1% | +15.4% | -25.6% | -16.5% |
| 3M | -31.3% | +12.1% | -43.4% | -35.7% |
| 6M | +71.3% | +19.7% | +51.6% | +51.2% |
| YTD | +81.2% | +52.4% | +28.9% | +41.0% |
| 1Y | +98.5% | +47.6% | +50.9% | +56.2% |
| 3Y | +428.2% | +34.4% | +393.9% | +332.7% |
| 5Y | +657.3% | +154.4% | +502.9% | +322.6% |
| 10Y | +995.9% | +54.7% | +941.2% | +554.6% |
| All | +1,316.4% | +82.9% | +1,233.4% | +485.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling