+287.7%
PSX vs XOP
+79.6%
+208.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.5% |
| 7D | -7.8% | -8.4% | +0.5% | -1.4% |
| 30D | -9.9% | -8.4% | -1.5% | -3.6% |
| 3M | +16.9% | +0.2% | +16.8% | +16.9% |
| 6M | +48.0% | +7.2% | +40.8% | +40.2% |
| YTD | +98.3% | +40.8% | +57.5% | +52.3% |
| 1Y | +86.2% | +36.3% | +49.9% | +46.7% |
| 3Y | +144.0% | +37.2% | +106.8% | +90.4% |
| 5Y | +287.7% | +86.6% | +201.1% | +139.8% |
| All | +287.7% | +79.6% | +208.1% | +139.8% |
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