+359.1%
PCAR vs XOP
+52.0%
+307.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.4% | -2.2% |
| 7D | 0.0% | +0.6% | -0.6% | -0.1% |
| 30D | -7.7% | +16.5% | -24.3% | -11.6% |
| 3M | +3.7% | +15.7% | -12.0% | -0.8% |
| 6M | +2.3% | +19.2% | -16.9% | -3.8% |
| YTD | +12.8% | +55.0% | -42.2% | -1.7% |
| 1Y | +27.8% | +54.2% | -26.4% | +11.1% |
| 3Y | +61.8% | +35.9% | +25.9% | +44.2% |
| 5Y | +168.2% | +162.4% | +5.8% | +92.7% |
| 10Y | +359.1% | +50.2% | +308.9% | +242.1% |
| All | +359.1% | +52.0% | +307.1% | +242.1% |
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