+10.8%
MMM vs XOP
+52.0%
-41.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.4% |
| 7D | -1.6% | +0.6% | -2.2% | -1.5% |
| 30D | -8.0% | +16.5% | -24.5% | -6.6% |
| 3M | +9.4% | +15.7% | -6.4% | +11.0% |
| 6M | +10.2% | +19.2% | -9.0% | +10.5% |
| YTD | +6.1% | +55.0% | -48.8% | +0.5% |
| 1Y | +10.8% | +54.2% | -43.4% | +6.0% |
| All | +10.8% | +52.0% | -41.2% | +6.0% |
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