+3,313.8%
GOOGL vs XOP
+82.9%
+3,230.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.9% |
| 7D | -2.3% | +2.6% | -4.8% | -3.0% |
| 30D | -6.6% | +15.4% | -22.0% | -10.3% |
| 3M | -8.9% | +12.1% | -21.0% | -12.2% |
| 6M | +11.9% | +19.7% | -7.8% | +5.0% |
| YTD | +8.3% | +52.4% | -44.1% | -5.4% |
| 1Y | +46.2% | +47.6% | -1.3% | +28.4% |
| 3Y | +151.9% | +34.4% | +117.5% | +123.3% |
| 5Y | +137.7% | +154.4% | -16.7% | +68.6% |
| 10Y | +757.6% | +54.7% | +702.9% | +520.6% |
| All | +3,313.8% | +82.9% | +3,230.9% | +1,741.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling