+26.4%
MAR vs XOP
+54.9%
-28.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -1.0% | -0.7% |
| 7D | -2.1% | +1.6% | -3.7% | -1.7% |
| 30D | -5.7% | +9.6% | -15.2% | -3.6% |
| 3M | -14.6% | +16.9% | -31.6% | -11.0% |
| 6M | +1.3% | +24.0% | -22.7% | +5.0% |
| YTD | +6.7% | +56.2% | -49.5% | +8.0% |
| 1Y | +26.4% | +51.8% | -25.3% | +28.5% |
| All | +26.4% | +54.9% | -28.5% | +28.5% |
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