+39.4%
GOOGL vs XOP
+54.9%
-15.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | -2.8% | +1.6% | -4.5% | -2.5% |
| 30D | -3.2% | +9.6% | -12.8% | -1.4% |
| 3M | -6.6% | +16.9% | -23.5% | -3.3% |
| 6M | +8.5% | +24.0% | -15.6% | +11.3% |
| YTD | +6.5% | +56.2% | -49.7% | +6.6% |
| 1Y | +39.4% | +51.8% | -12.4% | +40.3% |
| All | +39.4% | +54.9% | -15.5% | +40.3% |
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