+259.7%
GDX vs XOP
+36.7%
+223.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.5% | -1.0% |
| 7D | +4.0% | +0.6% | +3.3% | +3.9% |
| 30D | +9.5% | +16.5% | -7.1% | +8.0% |
| 3M | +25.1% | +15.7% | +9.4% | +23.3% |
| 6M | -2.9% | +19.2% | -22.1% | -6.2% |
| YTD | +14.7% | +55.0% | -40.2% | +3.5% |
| 1Y | +47.4% | +54.2% | -6.8% | +32.8% |
| 3Y | +259.7% | +35.9% | +223.8% | +225.2% |
| All | +259.7% | +36.7% | +223.0% | +225.2% |
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