-81.2%
PATH vs XOP
+172.5%
-253.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -2.7% | -10.0% | +7.3% | +1.1% |
| 30D | -3.7% | -9.1% | +5.4% | -0.6% |
| 3M | -13.8% | +5.1% | -18.8% | -15.9% |
| 6M | +20.3% | +6.4% | +13.9% | +15.9% |
| YTD | -20.8% | +39.7% | -60.5% | -32.4% |
| 1Y | -9.2% | +37.2% | -46.5% | -22.0% |
| 3Y | -21.8% | +37.6% | -59.4% | -34.0% |
| 5Y | -77.4% | +76.5% | -153.9% | -82.7% |
| All | -81.2% | +172.5% | -253.7% | -86.6% |
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