+2,030.0%
NXPI vs XOP
+35.3%
+1,994.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.7% |
| 7D | -0.5% | -8.4% | +7.9% | +3.4% |
| 30D | +15.0% | -8.4% | +23.3% | +19.1% |
| 3M | +12.6% | +0.2% | +12.4% | +11.7% |
| 6M | -10.6% | +7.2% | -17.8% | -14.8% |
| YTD | +22.1% | +40.8% | -18.7% | +1.4% |
| 1Y | +29.8% | +36.3% | -6.5% | +9.2% |
| 3Y | +47.8% | +37.2% | +10.6% | +23.1% |
| 5Y | +33.9% | +86.6% | -52.8% | -7.6% |
| 10Y | +208.7% | +44.0% | +164.7% | +101.4% |
| All | +2,030.0% | +35.3% | +1,994.7% | +1,080.2% |
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