+48.5%
LMT vs XOP
+40.2%
+8.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | +0.8% |
| 7D | +2.5% | +0.5% | +2.0% | +2.5% |
| 30D | +19.2% | -7.3% | +26.5% | +20.1% |
| 3M | +2.7% | +1.4% | +1.3% | +2.6% |
| 6M | +20.6% | +7.8% | +12.9% | +19.6% |
| YTD | +28.4% | +44.5% | -16.1% | +22.5% |
| 1Y | +36.9% | +37.0% | -0.1% | +31.3% |
| All | +48.5% | +40.2% | +8.3% | +40.2% |
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