+105.7%
LMT vs XOP
+90.0%
+15.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | +0.7% |
| 7D | +2.5% | +0.5% | +2.0% | +2.4% |
| 30D | +19.2% | -7.3% | +26.5% | +20.7% |
| 3M | +2.7% | +1.4% | +1.3% | +2.4% |
| 6M | +20.6% | +7.8% | +12.9% | +18.8% |
| YTD | +28.4% | +44.5% | -16.1% | +19.6% |
| 1Y | +36.9% | +37.0% | -0.1% | +28.6% |
| 3Y | +48.5% | +40.8% | +7.7% | +36.8% |
| All | +105.7% | +90.0% | +15.7% | +73.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling