+226.4%
GDX vs XOP
+40.2%
+186.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.6% | -4.1% | -1.6% |
| 7D | +0.7% | +0.5% | +0.3% | +0.7% |
| 30D | -3.8% | -7.3% | +3.5% | -3.6% |
| 3M | -5.4% | +1.4% | -6.8% | -5.9% |
| 6M | -12.7% | +7.8% | -20.5% | -13.7% |
| YTD | -0.7% | +44.5% | -45.2% | -10.0% |
| 1Y | +11.9% | +37.0% | -25.1% | +2.7% |
| All | +226.4% | +40.2% | +186.2% | +188.2% |
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