+0.2%
META vs XOP
-2.2%
+2.4%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.9% | -1.1% | -4.7% |
| 7D | -3.1% | -12.7% | +9.6% | -6.5% |
| 30D | -18.1% | -7.6% | -10.5% | -19.3% |
| 3M | +2.9% | +5.8% | -3.0% | +6.8% |
| 6M | +0.2% | -2.7% | +2.9% | +2.5% |
| All | +0.2% | -2.2% | +2.4% | +2.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling