+14.9%
LLY vs XOP
+22.8%
-8.0%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | 0.0% | -1.0% |
| 7D | -2.1% | +2.6% | -4.7% | -1.7% |
| 30D | -1.6% | +15.4% | -17.1% | +1.1% |
| 3M | +2.3% | +12.1% | -9.8% | +4.0% |
| 6M | +14.9% | +19.7% | -4.8% | +24.8% |
| All | +14.9% | +22.8% | -8.0% | +24.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling