+6,694.3%
MELI vs XOP
+49.7%
+6,644.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.6% | -3.2% | -2.9% |
| 7D | -6.5% | +1.0% | -7.4% | -6.9% |
| 30D | +2.8% | +10.8% | -8.0% | -2.1% |
| 3M | +14.3% | +19.5% | -5.1% | +4.1% |
| 6M | +6.0% | +21.6% | -15.6% | -5.8% |
| YTD | -6.8% | +55.8% | -62.7% | -27.1% |
| 1Y | -20.9% | +54.6% | -75.6% | -38.2% |
| 3Y | +31.4% | +36.6% | -5.3% | +4.7% |
| 5Y | -0.4% | +160.6% | -161.0% | -45.0% |
| 10Y | +951.2% | +56.2% | +894.9% | +501.7% |
| All | +6,694.3% | +49.7% | +6,644.6% | +2,460.2% |
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