+96.9%
PSX vs XOP
+45.9%
+51.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -6.4% | +1.9% | +0.7% |
| 7D | -5.2% | -10.5% | +5.4% | +3.7% |
| 30D | -3.7% | -4.3% | +0.6% | -0.1% |
| 3M | +26.8% | +4.7% | +22.1% | +22.2% |
| 6M | +47.3% | -0.1% | +47.4% | +46.8% |
| YTD | +105.4% | +43.8% | +61.6% | +52.6% |
| 1Y | +96.9% | +45.3% | +51.6% | +44.9% |
| All | +96.9% | +45.9% | +51.1% | +44.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling