+593.1%
MA vs XOP
+53.9%
+539.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.1% |
| 7D | +1.3% | +6.3% | -5.0% | -0.4% |
| 30D | +9.6% | -6.6% | +16.2% | +11.3% |
| 3M | +16.8% | +3.6% | +13.2% | +15.1% |
| 6M | +35.2% | +10.8% | +24.4% | +30.2% |
| YTD | +16.6% | +48.3% | -31.7% | +2.6% |
| 1Y | +19.8% | +42.9% | -23.2% | +6.4% |
| 3Y | +70.7% | +43.3% | +27.4% | +48.6% |
| 5Y | +87.4% | +94.0% | -6.6% | +44.2% |
| All | +593.1% | +53.9% | +539.2% | +360.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling