+172.3%
PCAR vs XOP
+156.6%
+15.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.4% |
| 7D | -0.5% | +2.6% | -3.1% | -1.2% |
| 30D | -6.2% | +15.4% | -21.7% | -9.7% |
| 3M | +5.9% | +12.1% | -6.2% | +2.5% |
| 6M | +0.4% | +19.7% | -19.3% | -5.6% |
| YTD | +14.8% | +52.4% | -37.6% | +0.1% |
| 1Y | +30.1% | +47.6% | -17.5% | +14.2% |
| 3Y | +66.7% | +34.4% | +32.3% | +47.9% |
| All | +172.3% | +156.6% | +15.7% | +97.3% |
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