+57.4%
INTC vs XOP
+45.9%
+11.5%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -6.4% | +2.6% | -4.9% |
| 7D | -39.0% | -10.5% | -28.5% | -40.1% |
| 30D | -49.8% | -4.3% | -45.5% | -50.0% |
| 3M | -42.2% | +4.7% | -46.9% | -41.2% |
| 6M | -39.2% | -0.1% | -39.1% | -37.7% |
| YTD | +57.9% | +43.8% | +14.1% | +40.3% |
| 1Y | +57.4% | +45.3% | +12.1% | +42.5% |
| All | +57.4% | +45.9% | +11.5% | +42.5% |
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