+3,894.9%
ORLY vs XOP
+86.0%
+3,808.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -2.6% |
| 7D | -2.3% | +0.6% | -3.0% | -2.5% |
| 30D | -8.2% | +16.5% | -24.7% | -10.8% |
| 3M | -3.5% | +15.7% | -19.2% | -6.3% |
| 6M | -9.2% | +19.2% | -28.4% | -12.6% |
| YTD | -5.8% | +55.0% | -60.8% | -13.8% |
| 1Y | -19.3% | +54.2% | -73.5% | -26.2% |
| 3Y | +34.4% | +35.9% | -1.4% | +23.9% |
| 5Y | +117.8% | +162.4% | -44.6% | +70.3% |
| 10Y | +356.9% | +50.2% | +306.8% | +264.0% |
| All | +3,894.9% | +86.0% | +3,808.9% | +2,314.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling