+1,112.1%
PSX vs XOP
+14.9%
+1,097.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.7% |
| 7D | +4.5% | +2.6% | +2.0% | +2.9% |
| 30D | +26.6% | +15.4% | +11.2% | +16.0% |
| 3M | +39.3% | +12.1% | +27.2% | +29.9% |
| 6M | +56.8% | +19.7% | +37.1% | +40.6% |
| YTD | +101.8% | +52.4% | +49.4% | +56.1% |
| 1Y | +99.6% | +47.6% | +52.1% | +57.2% |
| 3Y | +140.3% | +34.4% | +106.0% | +100.8% |
| 5Y | +339.3% | +154.4% | +184.9% | +151.9% |
| 10Y | +369.9% | +54.7% | +315.2% | +192.2% |
| All | +1,112.1% | +14.9% | +1,097.2% | +662.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling