+2.8%
GLD vs XOP
+45.9%
-43.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -6.4% | +10.1% | +3.1% |
| 7D | -0.3% | -10.5% | +10.2% | -1.2% |
| 30D | -1.9% | -4.3% | +2.5% | -2.4% |
| 3M | -0.4% | +4.7% | -5.1% | -0.3% |
| 6M | -10.2% | -0.1% | -10.1% | -9.8% |
| YTD | -6.0% | +43.8% | -49.9% | -13.2% |
| 1Y | +2.8% | +45.3% | -42.5% | -5.3% |
| All | +2.8% | +45.9% | -43.1% | -5.3% |
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