+28.5%
NFLX vs XOP
+164.1%
-135.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -2.3% |
| 7D | -5.0% | +0.6% | -5.6% | -5.1% |
| 30D | +3.5% | +16.5% | -13.0% | -0.1% |
| 3M | -7.1% | +15.7% | -22.8% | -10.5% |
| 6M | -22.5% | +19.2% | -41.7% | -26.2% |
| YTD | -18.1% | +55.0% | -73.1% | -27.1% |
| 1Y | -38.3% | +54.2% | -92.5% | -45.2% |
| 3Y | +73.4% | +35.9% | +37.5% | +55.9% |
| All | +28.5% | +164.1% | -135.6% | -1.0% |
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 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