+1.9%
META vs XOP
+37.2%
-35.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | +0.2% |
| 7D | +3.3% | -8.4% | +11.6% | +0.6% |
| 30D | -10.8% | -8.4% | -2.4% | -12.8% |
| 3M | +7.9% | +0.2% | +7.7% | +9.0% |
| 6M | +5.4% | +7.2% | -1.8% | +10.1% |
| YTD | -2.6% | +40.8% | -43.4% | +2.3% |
| 1Y | +1.9% | +36.3% | -34.4% | +7.2% |
| All | +1.9% | +37.2% | -35.3% | +7.2% |
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 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