-49.6%
ORCL vs XOP
+36.1%
-85.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.2% |
| 7D | +0.5% | -10.0% | +10.5% | +0.5% |
| 30D | -15.3% | -9.1% | -6.2% | -15.0% |
| 3M | -18.2% | +5.1% | -23.3% | -18.1% |
| 6M | -38.4% | +6.4% | -44.8% | -38.3% |
| YTD | -37.7% | +39.7% | -77.4% | -41.5% |
| All | -49.6% | +36.1% | -85.7% | -50.8% |
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 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