+270.7%
OKLO vs XOP
+158.8%
+111.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.1% | -9.3% | -9.2% |
| 7D | -12.2% | +2.6% | -14.9% | -12.5% |
| 30D | -19.7% | +9.6% | -29.3% | -20.8% |
| 3M | -37.4% | +20.4% | -57.8% | -39.3% |
| 6M | -42.3% | +19.9% | -62.2% | -44.7% |
| YTD | -49.5% | +56.4% | -105.9% | -54.6% |
| 1Y | -54.7% | +52.4% | -107.2% | -59.2% |
| 3Y | +249.6% | +39.9% | +209.7% | +213.1% |
| All | +270.7% | +158.8% | +111.9% | +227.5% |
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 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