+462.9%
META vs XOP
+53.9%
+409.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +2.7% |
| 7D | +5.2% | +6.3% | -1.2% | +3.8% |
| 30D | -13.0% | -6.6% | -6.4% | -11.9% |
| 3M | +7.9% | +3.6% | +4.4% | +6.8% |
| 6M | +4.2% | +10.8% | -6.5% | +1.1% |
| YTD | -2.5% | +48.3% | -50.8% | -12.7% |
| 1Y | +5.6% | +42.9% | -37.4% | -4.7% |
| 3Y | +96.8% | +43.3% | +53.5% | +75.1% |
| 5Y | +90.0% | +94.0% | -3.9% | +54.7% |
| All | +462.9% | +53.9% | +409.1% | +335.4% |
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 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