+867.9%
GLW vs XOP
+52.9%
+815.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.3% |
| 7D | +16.9% | +1.0% | +15.9% | +16.6% |
| 30D | +7.0% | +10.8% | -3.9% | +3.7% |
| 3M | -3.0% | +19.5% | -22.4% | -8.5% |
| 6M | +31.0% | +21.6% | +9.4% | +21.4% |
| YTD | +93.4% | +55.8% | +37.6% | +64.9% |
| 1Y | +134.7% | +54.6% | +80.1% | +100.2% |
| 3Y | +471.8% | +36.6% | +435.2% | +399.0% |
| 5Y | +394.5% | +160.6% | +233.8% | +238.1% |
| 10Y | +867.9% | +56.2% | +811.7% | +553.5% |
| All | +867.9% | +52.9% | +815.0% | +553.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling