+16.1%
NXPI vs XOP
+165.6%
-149.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.5% |
| 7D | -2.3% | +1.0% | -3.2% | -2.7% |
| 30D | -4.3% | +10.8% | -15.2% | -8.2% |
| 3M | -24.7% | +19.5% | -44.1% | -30.4% |
| 6M | +9.7% | +21.6% | -11.8% | -0.3% |
| YTD | +3.8% | +55.8% | -52.1% | -16.0% |
| 1Y | +1.6% | +54.6% | -53.0% | -17.8% |
| 3Y | +16.0% | +36.6% | -20.6% | -3.4% |
| 5Y | +16.1% | +160.6% | -144.5% | -23.1% |
| All | +16.1% | +165.6% | -149.5% | -23.1% |
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 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