+46.1%
MRK vs XOP
+36.1%
+10.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -1.9% |
| 7D | -5.0% | +1.6% | -6.6% | -5.2% |
| 30D | +11.0% | +9.6% | +1.4% | +10.0% |
| 3M | +22.4% | +16.9% | +5.5% | +20.5% |
| 6M | +25.4% | +24.0% | +1.4% | +22.2% |
| YTD | +39.5% | +56.2% | -16.7% | +31.7% |
| 1Y | +78.0% | +51.8% | +26.2% | +68.5% |
| All | +46.1% | +36.1% | +10.1% | +34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling