+740.7%
GOOGL vs XOP
+58.4%
+682.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | -2.8% | +1.6% | -4.5% | -3.2% |
| 30D | -3.2% | +9.6% | -12.8% | -5.1% |
| 3M | -6.6% | +16.9% | -23.5% | -10.0% |
| 6M | +8.5% | +24.0% | -15.6% | +2.4% |
| YTD | +6.5% | +56.2% | -49.7% | -5.0% |
| 1Y | +39.4% | +51.8% | -12.4% | +24.9% |
| 3Y | +146.2% | +37.0% | +109.2% | +122.6% |
| 5Y | +138.3% | +163.4% | -25.0% | +80.6% |
| All | +740.7% | +58.4% | +682.2% | +536.8% |
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 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