+316.7%
PANW vs XOP
+158.8%
+157.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | -0.8% | +2.6% | -3.4% | -1.4% |
| 30D | -14.6% | +9.6% | -24.2% | -16.4% |
| 3M | +18.3% | +20.4% | -2.1% | +13.0% |
| 6M | +100.5% | +19.9% | +80.6% | +90.4% |
| YTD | +79.5% | +56.4% | +23.1% | +58.6% |
| 1Y | +66.7% | +52.4% | +14.3% | +48.1% |
| 3Y | +161.2% | +39.9% | +121.4% | +131.9% |
| All | +316.7% | +158.8% | +157.8% | +242.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling