+448.2%
NFLX vs XOP
+53.9%
+394.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.0% |
| 7D | -2.0% | +6.3% | -8.3% | -3.0% |
| 30D | -11.9% | -6.6% | -5.3% | -11.1% |
| 3M | -20.6% | +3.6% | -24.1% | -21.3% |
| 6M | -29.0% | +10.8% | -39.8% | -30.7% |
| YTD | -33.7% | +48.3% | -82.0% | -38.8% |
| 1Y | -46.2% | +42.9% | -89.1% | -50.0% |
| 3Y | +39.8% | +43.3% | -3.5% | +28.1% |
| 5Y | -9.0% | +94.0% | -102.9% | -21.6% |
| All | +448.2% | +53.9% | +394.3% | +440.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling