+523.3%
ON vs XOP
+53.9%
+469.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.9% | -4.5% | -4.1% |
| 7D | +12.2% | +6.3% | +5.9% | +8.9% |
| 30D | -3.1% | -6.6% | +3.5% | -0.1% |
| 3M | -12.9% | +3.6% | -16.4% | -14.7% |
| 6M | -38.6% | +10.8% | -49.3% | -42.6% |
| YTD | +31.2% | +48.3% | -17.0% | +3.6% |
| 1Y | +47.6% | +42.9% | +4.7% | +18.6% |
| 3Y | +6.6% | +43.3% | -36.7% | -14.9% |
| 5Y | +21.3% | +94.0% | -72.7% | -19.4% |
| All | +523.3% | +53.9% | +469.5% | +244.8% |
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