-39.3%
NFLX vs XOP
+45.9%
-85.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -6.4% | +11.1% | +4.6% |
| 7D | +7.1% | -10.5% | +17.6% | +7.2% |
| 30D | -1.6% | -4.3% | +2.7% | -1.9% |
| 3M | -9.8% | +4.7% | -14.4% | -10.6% |
| 6M | -27.1% | -0.1% | -27.0% | -27.3% |
| YTD | -29.2% | +43.8% | -73.0% | -32.5% |
| 1Y | -39.3% | +45.3% | -84.5% | -42.5% |
| All | -39.3% | +45.9% | -85.1% | -42.5% |
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