+0.5%
LOW vs XOP
+42.7%
-42.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | +0.4% |
| 7D | +1.4% | +6.3% | -4.9% | +3.6% |
| 30D | +21.7% | -6.6% | +28.3% | +19.4% |
| 3M | +5.0% | +3.6% | +1.5% | +6.4% |
| 6M | +4.6% | +10.8% | -6.2% | +9.1% |
| YTD | -3.5% | +48.3% | -51.8% | -7.3% |
| 1Y | +0.5% | +42.9% | -42.4% | -3.1% |
| All | +0.5% | +42.7% | -42.2% | -3.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling