+2.4%
MELI vs XOP
+158.8%
-156.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -4.1% | +2.6% | -6.7% | -4.9% |
| 30D | +3.8% | +9.6% | -5.8% | +0.8% |
| 3M | +17.8% | +20.4% | -2.5% | +10.8% |
| 6M | +7.4% | +19.9% | -12.5% | -0.2% |
| YTD | -5.8% | +56.4% | -62.2% | -21.0% |
| 1Y | -18.9% | +52.4% | -71.3% | -31.6% |
| 3Y | +33.3% | +39.9% | -6.5% | +12.8% |
| All | +2.4% | +158.8% | -156.4% | -28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling