+3.0%
MDLZ vs XOP
+52.0%
-49.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.5% |
| 7D | 0.0% | +0.6% | -0.6% | 0.0% |
| 30D | -1.6% | +16.5% | -18.1% | -2.6% |
| 3M | +0.9% | +15.7% | -14.8% | -0.3% |
| 6M | +7.3% | +19.2% | -11.9% | +5.4% |
| YTD | +16.4% | +55.0% | -38.5% | +9.5% |
| 1Y | +3.0% | +54.2% | -51.2% | -3.4% |
| All | +3.0% | +52.0% | -49.0% | -3.4% |
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