-49.5%
ORCL vs XOP
+45.9%
-95.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.4% | +4.4% | -2.0% |
| 7D | -14.4% | -10.5% | -3.9% | -14.4% |
| 30D | -12.8% | -4.3% | -8.5% | -12.5% |
| 3M | -14.8% | +4.7% | -19.5% | -14.6% |
| 6M | -30.9% | -0.1% | -30.8% | -30.5% |
| YTD | -35.7% | +43.8% | -79.5% | -38.8% |
| 1Y | -49.5% | +45.3% | -94.7% | -52.1% |
| All | -49.5% | +45.9% | -95.3% | -52.1% |
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