+629.3%
ON vs XOP
+58.6%
+570.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.1% | +8.4% | +8.4% |
| 7D | +2.4% | +2.6% | -0.3% | +1.0% |
| 30D | -8.6% | +9.6% | -18.2% | -12.8% |
| 3M | -34.3% | +20.4% | -54.7% | -40.7% |
| 6M | +28.5% | +19.9% | +8.6% | +14.7% |
| YTD | +40.6% | +56.4% | -15.8% | +8.6% |
| 1Y | +55.3% | +52.4% | +2.9% | +21.2% |
| 3Y | -22.2% | +39.9% | -62.1% | -37.1% |
| 5Y | +62.4% | +163.7% | -101.3% | -7.1% |
| All | +629.3% | +58.6% | +570.7% | +301.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling