-81.0%
PATH vs XOP
+186.5%
-267.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -2.0% | -0.9% |
| 7D | +0.7% | +5.2% | -4.5% | -1.2% |
| 30D | -1.1% | -8.4% | +7.2% | +1.8% |
| 3M | -14.2% | +2.9% | -17.1% | -15.6% |
| 6M | +30.9% | +8.8% | +22.0% | +25.2% |
| YTD | -20.1% | +46.9% | -67.0% | -33.1% |
| 1Y | -8.1% | +41.5% | -49.6% | -21.8% |
| 3Y | -24.3% | +43.1% | -67.4% | -37.1% |
| 5Y | -75.6% | +92.2% | -167.8% | -81.8% |
| All | -81.0% | +186.5% | -267.6% | -86.7% |
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