+649.5%
KO vs XOP
+87.1%
+562.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | -0.8% | +1.0% | -1.7% | -0.9% |
| 30D | +0.8% | +10.8% | -10.1% | -0.8% |
| 3M | +8.3% | +19.5% | -11.1% | +5.3% |
| 6M | +14.0% | +21.6% | -7.6% | +10.2% |
| YTD | +26.9% | +55.8% | -28.9% | +17.9% |
| 1Y | +32.7% | +54.6% | -22.0% | +23.2% |
| 3Y | +63.9% | +36.6% | +27.3% | +53.1% |
| 5Y | +81.7% | +160.6% | -78.9% | +48.4% |
| 10Y | +183.0% | +56.2% | +126.8% | +128.6% |
| All | +649.5% | +87.1% | +562.5% | +387.5% |
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 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