+126.0%
GOOGL vs XOP
+43.8%
+82.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.1% |
| 7D | +3.9% | +6.3% | -2.5% | +3.3% |
| 30D | -14.9% | -6.6% | -8.3% | -14.5% |
| 3M | -14.6% | +3.6% | -18.1% | -15.1% |
| 6M | -26.4% | +10.8% | -37.2% | -27.6% |
| YTD | -5.3% | +48.3% | -53.6% | -14.4% |
| 1Y | +6.5% | +42.9% | -36.5% | -2.9% |
| 3Y | +126.0% | +43.3% | +82.7% | +98.6% |
| All | +126.0% | +43.8% | +82.2% | +98.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling