+23.0%
MMM vs XOP
+45.9%
-22.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -6.4% | +15.9% | +8.3% |
| 7D | +12.2% | -10.5% | +22.8% | +10.3% |
| 30D | +18.8% | -4.3% | +23.2% | +17.8% |
| 3M | +7.4% | +4.7% | +2.7% | +8.1% |
| 6M | +38.3% | -0.1% | +38.4% | +38.8% |
| YTD | +22.9% | +43.8% | -21.0% | +15.9% |
| 1Y | +23.0% | +45.3% | -22.3% | +16.8% |
| All | +23.0% | +45.9% | -22.9% | +16.8% |
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