+57.3%
LLY vs XOP
+45.9%
+11.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.4% | +7.0% | -0.2% |
| 7D | +10.1% | -10.5% | +20.6% | +8.6% |
| 30D | +24.0% | -4.3% | +28.4% | +23.5% |
| 3M | +27.3% | +4.7% | +22.6% | +27.9% |
| 6M | +47.0% | -0.1% | +47.0% | +46.3% |
| YTD | +32.6% | +43.8% | -11.3% | +32.7% |
| 1Y | +57.3% | +45.3% | +12.1% | +58.7% |
| All | +57.3% | +45.9% | +11.5% | +58.7% |
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