+51.3%
GEV vs XOP
+53.5%
-2.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.5% | +3.6% |
| 7D | +1.6% | +2.6% | -1.0% | +1.9% |
| 30D | -7.9% | +9.6% | -17.5% | -6.9% |
| 3M | +5.6% | +20.4% | -14.7% | +8.6% |
| 6M | +13.1% | +19.9% | -6.8% | +14.4% |
| YTD | +46.7% | +56.4% | -9.7% | +41.9% |
| 1Y | +51.3% | +52.4% | -1.1% | +45.9% |
| All | +51.3% | +53.5% | -2.2% | +45.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling