+10.4%
MMM vs XOP
+49.8%
-39.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +1.0% | +0.1% |
| 7D | -3.3% | +2.6% | -5.9% | -3.1% |
| 30D | -7.0% | +15.4% | -22.5% | -5.7% |
| 3M | +10.8% | +12.1% | -1.2% | +12.2% |
| 6M | +5.8% | +19.7% | -13.9% | +5.5% |
| YTD | +6.8% | +52.4% | -45.6% | +0.9% |
| 1Y | +10.4% | +47.6% | -37.2% | +4.8% |
| All | +10.4% | +49.8% | -39.4% | +4.8% |
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