+32.6%
NET vs XOP
+84.1%
-51.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.4% | +3.8% | +0.5% |
| 7D | -16.4% | -10.5% | -5.8% | -11.9% |
| 30D | -25.8% | -4.3% | -21.5% | -24.5% |
| 3M | -11.5% | +4.7% | -16.2% | -14.2% |
| 6M | +18.9% | -0.1% | +19.0% | +17.2% |
| YTD | +35.2% | +43.8% | -8.6% | +9.1% |
| 1Y | +14.5% | +45.3% | -30.8% | -8.4% |
| 3Y | +313.8% | +30.2% | +283.6% | +239.6% |
| 5Y | +32.6% | +89.3% | -56.8% | -11.3% |
| All | +32.6% | +84.1% | -51.5% | -11.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling