-76.8%
PATH vs XOP
+81.3%
-158.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.9% | -0.8% | -2.6% |
| 7D | -5.6% | -12.7% | +7.2% | -0.5% |
| 30D | -0.7% | -7.6% | +6.9% | +2.0% |
| 3M | -5.9% | +5.8% | -11.7% | -8.7% |
| 6M | +21.6% | -2.7% | +24.3% | +21.3% |
| YTD | -20.6% | +39.7% | -60.3% | -33.1% |
| 1Y | -10.6% | +42.4% | -53.0% | -25.3% |
| 3Y | -24.9% | +26.4% | -51.3% | -35.3% |
| 5Y | -76.8% | +78.9% | -155.7% | -83.3% |
| All | -76.8% | +81.3% | -158.1% | -83.3% |
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