+961.1%
MELI vs XOP
+58.6%
+902.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -4.1% | +2.6% | -6.7% | -4.8% |
| 30D | +3.8% | +9.6% | -5.8% | +1.1% |
| 3M | +17.8% | +20.4% | -2.5% | +11.4% |
| 6M | +7.4% | +19.9% | -12.5% | +0.7% |
| YTD | -5.8% | +56.4% | -62.2% | -18.6% |
| 1Y | -18.9% | +52.4% | -71.3% | -29.6% |
| 3Y | +33.3% | +39.9% | -6.5% | +16.2% |
| 5Y | +2.7% | +163.7% | -161.0% | -25.6% |
| All | +961.1% | +58.6% | +902.5% | +713.6% |
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 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