+54.8%
ON vs XOP
+49.8%
+5.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.0% |
| 7D | +2.4% | +2.6% | -0.1% | +2.5% |
| 30D | -3.3% | +15.4% | -18.7% | -2.8% |
| 3M | -43.6% | +12.1% | -55.6% | -43.0% |
| 6M | +19.0% | +19.7% | -0.7% | +16.4% |
| YTD | +37.4% | +52.4% | -15.0% | +23.2% |
| 1Y | +54.8% | +47.6% | +7.2% | +41.4% |
| All | +54.8% | +49.8% | +5.0% | +41.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling