+310.9%
OKLO vs XOP
+35.8%
+275.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.9% |
| 7D | +7.7% | +1.0% | +6.8% | +7.4% |
| 30D | -4.3% | +10.8% | -15.2% | -7.5% |
| 3M | -24.6% | +19.5% | -44.1% | -29.7% |
| 6M | -31.1% | +21.6% | -52.7% | -38.5% |
| YTD | -40.7% | +55.8% | -96.5% | -55.0% |
| 1Y | -42.4% | +54.6% | -97.1% | -57.1% |
| All | +310.9% | +35.8% | +275.1% | +223.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling