-45.8%
NFLX vs XOP
+40.4%
-86.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.6% | -4.5% | -2.9% |
| 7D | -4.4% | +5.2% | -9.6% | -4.3% |
| 30D | -11.0% | -8.4% | -2.7% | -11.0% |
| 3M | -15.5% | +2.9% | -18.5% | -16.0% |
| 6M | -28.5% | +8.8% | -37.3% | -29.3% |
| YTD | -33.1% | +46.9% | -80.0% | -36.0% |
| 1Y | -45.8% | +41.5% | -87.3% | -48.0% |
| All | -45.8% | +40.4% | -86.2% | -48.0% |
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