+102.5%
PSX vs XOP
+54.9%
+47.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.1% |
| 7D | +1.5% | +1.6% | -0.1% | +0.2% |
| 30D | +15.8% | +9.6% | +6.2% | +7.9% |
| 3M | +43.0% | +16.9% | +26.1% | +26.4% |
| 6M | +61.1% | +24.0% | +37.1% | +36.5% |
| YTD | +104.5% | +56.2% | +48.3% | +46.4% |
| 1Y | +102.5% | +51.8% | +50.7% | +47.4% |
| All | +102.5% | +54.9% | +47.6% | +47.4% |
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 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