+35.1%
LMT vs XOP
+35.8%
-0.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.7% | -2.2% |
| 7D | -1.3% | +1.0% | -2.3% | -1.4% |
| 30D | -12.5% | +10.8% | -23.4% | -13.6% |
| 3M | -0.5% | +19.5% | -19.9% | -2.7% |
| 6M | -20.0% | +21.6% | -41.6% | -22.3% |
| YTD | +10.4% | +55.8% | -45.4% | +3.3% |
| 1Y | +17.7% | +54.6% | -36.9% | +10.0% |
| All | +35.1% | +35.8% | -0.7% | +29.4% |
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