+210.0%
NXPI vs XOP
+58.4%
+151.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | +0.7% | +1.6% | -1.0% | 0.0% |
| 30D | -4.2% | +9.6% | -13.8% | -7.5% |
| 3M | -20.4% | +16.9% | -37.4% | -25.5% |
| 6M | +12.5% | +24.0% | -11.5% | +2.2% |
| YTD | +5.2% | +56.2% | -51.0% | -13.0% |
| 1Y | +5.1% | +51.8% | -46.7% | -12.3% |
| 3Y | +17.7% | +37.0% | -19.3% | +1.1% |
| 5Y | +16.8% | +163.4% | -146.6% | -23.2% |
| All | +210.0% | +58.4% | +151.6% | +96.5% |
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 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