+692.8%
GOOGL vs XOP
+53.9%
+639.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.2% |
| 7D | +3.9% | +6.3% | -2.5% | +2.5% |
| 30D | -14.9% | -6.6% | -8.3% | -13.8% |
| 3M | -14.6% | +3.6% | -18.1% | -15.5% |
| 6M | -26.4% | +10.8% | -37.2% | -28.6% |
| YTD | -5.3% | +48.3% | -53.6% | -14.9% |
| 1Y | +6.5% | +42.9% | -36.5% | -3.6% |
| 3Y | +126.0% | +43.3% | +82.7% | +101.6% |
| 5Y | +100.8% | +94.0% | +6.9% | +63.1% |
| All | +692.8% | +53.9% | +639.0% | +514.6% |
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