+40.1%
GILD vs XOP
+41.5%
-1.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.9% | -1.1% | -4.1% |
| 7D | +1.2% | -12.7% | +13.9% | +0.6% |
| 30D | +16.2% | -7.6% | +23.8% | +15.7% |
| 3M | +27.9% | +5.8% | +22.1% | +27.4% |
| 6M | +27.1% | -2.7% | +29.8% | +26.2% |
| YTD | +39.0% | +39.7% | -0.7% | +29.9% |
| 1Y | +40.1% | +42.4% | -2.3% | +29.8% |
| All | +40.1% | +41.5% | -1.4% | +29.8% |
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 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