+27.8%
INTC vs XOP
+94.3%
-66.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.8% |
| 7D | +6.0% | +6.3% | -0.3% | +3.8% |
| 30D | -39.2% | -6.6% | -32.6% | -37.9% |
| 3M | -42.9% | +3.6% | -46.5% | -44.0% |
| 6M | -50.4% | +10.8% | -61.2% | -52.9% |
| YTD | +61.7% | +48.3% | +13.4% | +33.2% |
| 1Y | +66.1% | +42.9% | +23.2% | +39.0% |
| 3Y | +58.1% | +43.3% | +14.8% | +30.2% |
| All | +27.8% | +94.3% | -66.5% | -5.0% |
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 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