+322.4%
NET vs XOP
+29.8%
+292.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.4% | +3.8% | -0.2% |
| 7D | -16.4% | -10.5% | -5.8% | -12.9% |
| 30D | -25.8% | -4.3% | -21.5% | -24.8% |
| 3M | -11.5% | +4.7% | -16.2% | -13.7% |
| 6M | +18.9% | -0.1% | +19.0% | +17.6% |
| YTD | +35.2% | +43.8% | -8.6% | +13.2% |
| 1Y | +14.5% | +45.3% | -30.8% | -4.8% |
| All | +322.4% | +29.8% | +292.6% | +250.8% |
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 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