-80.4%
PATH vs XOP
+180.6%
-261.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -6.4% | +9.3% | +5.3% |
| 7D | -4.8% | -10.5% | +5.7% | -0.9% |
| 30D | +2.7% | -4.3% | +7.0% | +3.9% |
| 3M | -4.2% | +4.7% | -8.9% | -6.5% |
| 6M | +24.7% | -0.1% | +24.8% | +23.2% |
| YTD | -17.6% | +43.8% | -61.4% | -30.4% |
| 1Y | -5.3% | +45.3% | -50.6% | -20.5% |
| 3Y | -22.0% | +30.2% | -52.2% | -32.8% |
| 5Y | -76.5% | +89.3% | -165.8% | -82.4% |
| All | -80.4% | +180.6% | -261.0% | -86.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling