+1,443.0%
MAR vs XOP
+78.0%
+1,365.0%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.7% |
| 7D | +1.6% | +6.3% | -4.7% | -0.9% |
| 30D | +13.8% | -6.6% | +20.4% | +16.4% |
| 3M | +20.3% | +3.6% | +16.7% | +17.6% |
| 6M | +21.3% | +10.8% | +10.6% | +14.3% |
| YTD | +37.2% | +48.3% | -11.1% | +12.5% |
| 1Y | +48.4% | +42.9% | +5.5% | +23.4% |
| 3Y | +120.1% | +43.3% | +76.8% | +79.0% |
| 5Y | +182.1% | +94.0% | +88.1% | +91.7% |
| 10Y | +530.2% | +53.7% | +476.5% | +299.9% |
| All | +1,443.0% | +78.0% | +1,365.0% | +581.6% |
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