+1,563.7%
LITE vs XOP
+33.7%
+1,530.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.8% | +4.5% |
| 7D | -1.5% | +2.6% | -4.1% | -3.0% |
| 30D | +6.7% | +15.4% | -8.8% | -2.5% |
| 3M | -6.8% | +12.1% | -18.8% | -13.3% |
| 6M | +29.4% | +19.7% | +9.8% | +12.6% |
| YTD | +139.1% | +52.4% | +86.7% | +73.2% |
| 1Y | +521.0% | +47.6% | +473.4% | +360.1% |
| All | +1,563.7% | +33.7% | +1,530.0% | +1,103.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling