+289.3%
INTC vs XOP
+49.8%
+239.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.8% | +5.3% | +4.4% |
| 7D | +7.1% | +2.6% | +4.5% | +7.2% |
| 30D | -5.2% | +15.4% | -20.7% | -4.4% |
| 3M | -14.3% | +12.1% | -26.4% | -12.9% |
| 6M | +110.2% | +19.7% | +90.5% | +102.1% |
| YTD | +159.6% | +52.4% | +107.2% | +119.4% |
| 1Y | +289.3% | +47.6% | +241.7% | +238.0% |
| All | +289.3% | +49.8% | +239.5% | +238.0% |
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