+293.0%
PCAR vs XOP
+47.9%
+245.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.6% |
| 7D | +2.9% | -10.0% | +12.9% | +5.7% |
| 30D | -2.1% | -9.1% | +6.9% | +0.1% |
| 3M | -20.4% | +5.1% | -25.4% | -21.8% |
| 6M | -7.0% | +6.4% | -13.4% | -9.5% |
| YTD | -2.6% | +39.7% | -42.4% | -13.1% |
| 1Y | +9.8% | +37.2% | -27.5% | -1.6% |
| 3Y | +37.3% | +37.6% | -0.4% | +21.7% |
| 5Y | +116.4% | +76.5% | +39.9% | +73.6% |
| 10Y | +293.0% | +42.6% | +250.3% | +200.4% |
| All | +293.0% | +47.9% | +245.0% | +200.4% |
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