+1,405.8%
LMT vs XOP
+78.0%
+1,327.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.3% | -1.5% |
| 7D | +5.1% | +6.3% | -1.2% | +3.8% |
| 30D | +14.1% | -6.6% | +20.7% | +15.7% |
| 3M | +0.3% | +3.6% | -3.3% | -0.5% |
| 6M | +16.1% | +10.8% | +5.3% | +13.3% |
| YTD | +25.5% | +48.3% | -22.8% | +14.9% |
| 1Y | +34.1% | +42.9% | -8.8% | +23.7% |
| 3Y | +45.1% | +43.3% | +1.8% | +31.6% |
| 5Y | +100.9% | +94.0% | +7.0% | +66.9% |
| 10Y | +199.4% | +53.7% | +145.7% | +135.5% |
| All | +1,405.8% | +78.0% | +1,327.8% | +866.6% |
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