+14.5%
NET vs XOP
+45.9%
-31.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.4% | +3.8% | -1.6% |
| 7D | -16.4% | -10.5% | -5.8% | -14.9% |
| 30D | -25.8% | -4.3% | -21.5% | -25.2% |
| 3M | -11.5% | +4.7% | -16.2% | -12.4% |
| 6M | +18.9% | -0.1% | +19.0% | +17.5% |
| YTD | +35.2% | +43.8% | -8.6% | +35.8% |
| 1Y | +14.5% | +45.3% | -30.8% | +12.9% |
| All | +14.5% | +45.9% | -31.4% | +12.9% |
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