+19,695.8%
NFLX vs XOP
+82.9%
+19,612.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.8% | -4.5% | -5.1% |
| 7D | -4.2% | +2.6% | -6.8% | -4.9% |
| 30D | +5.5% | +15.4% | -10.0% | +1.5% |
| 3M | -4.1% | +12.1% | -16.1% | -7.2% |
| 6M | -20.7% | +19.7% | -40.4% | -25.0% |
| YTD | -16.5% | +52.4% | -68.9% | -26.1% |
| 1Y | -37.8% | +47.6% | -85.3% | -44.6% |
| 3Y | +77.9% | +34.4% | +43.5% | +59.5% |
| 5Y | +32.5% | +154.4% | -121.9% | -2.8% |
| 10Y | +703.6% | +54.7% | +648.9% | +509.5% |
| All | +19,695.8% | +82.9% | +19,612.9% | +11,602.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling