+6.4%
OXY vs XOP
+58.6%
-52.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.4% |
| 7D | +2.8% | +2.6% | +0.2% | +0.2% |
| 30D | +5.5% | +9.6% | -4.1% | -3.8% |
| 3M | +11.3% | +20.4% | -9.1% | -7.6% |
| 6M | +11.6% | +19.9% | -8.3% | -6.9% |
| YTD | +51.6% | +56.4% | -4.8% | -3.1% |
| 1Y | +36.2% | +52.4% | -16.2% | -10.8% |
| 3Y | +1.7% | +39.9% | -38.2% | -28.3% |
| 5Y | +164.5% | +163.7% | +0.8% | -6.2% |
| All | +6.4% | +58.6% | -52.2% | -51.2% |
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