+1,227.1%
LMT vs XOP
+82.9%
+1,144.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.3% |
| 7D | -6.3% | +2.6% | -8.8% | -6.8% |
| 30D | -8.5% | +15.4% | -23.9% | -11.1% |
| 3M | +1.8% | +12.1% | -10.2% | -0.8% |
| 6M | -19.9% | +19.7% | -39.6% | -23.3% |
| YTD | +10.6% | +52.4% | -41.8% | +0.8% |
| 1Y | +17.9% | +47.6% | -29.6% | +8.0% |
| 3Y | +27.0% | +34.4% | -7.4% | +16.8% |
| 5Y | +68.7% | +154.4% | -85.7% | +32.2% |
| 10Y | +181.1% | +54.7% | +126.4% | +120.7% |
| All | +1,227.1% | +82.9% | +1,144.1% | +747.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling