+116.0%
INTC vs XOP
+165.6%
-49.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.5% |
| 7D | +18.0% | +1.0% | +17.0% | +17.6% |
| 30D | +8.9% | +10.8% | -1.9% | +5.1% |
| 3M | -1.6% | +19.5% | -21.0% | -8.1% |
| 6M | +133.1% | +21.6% | +111.5% | +112.7% |
| YTD | +187.9% | +55.8% | +132.1% | +136.2% |
| 1Y | +334.7% | +54.6% | +280.1% | +257.4% |
| 3Y | +184.2% | +36.6% | +147.5% | +139.7% |
| 5Y | +116.0% | +160.6% | -44.6% | +49.8% |
| All | +116.0% | +165.6% | -49.6% | +49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling