+79.8%
GDXJ vs XOP
+55.3%
+24.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.8% | +1.2% |
| 7D | +0.9% | +1.0% | 0.0% | +0.6% |
| 30D | +8.8% | +10.8% | -2.0% | +5.5% |
| 3M | +29.8% | +19.5% | +10.4% | +22.3% |
| 6M | -5.8% | +21.6% | -27.4% | -13.0% |
| YTD | +13.6% | +55.8% | -42.2% | -3.1% |
| 1Y | +54.5% | +54.6% | -0.2% | +31.8% |
| 3Y | +301.4% | +36.6% | +264.7% | +250.1% |
| 5Y | +236.3% | +160.6% | +75.7% | +134.6% |
| 10Y | +240.1% | +56.2% | +183.8% | +150.5% |
| All | +79.8% | +55.3% | +24.6% | +6.9% |
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