+451.9%
PWR vs XOP
+165.6%
+286.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -2.1% |
| 7D | +2.7% | +1.0% | +1.7% | +2.3% |
| 30D | -5.1% | +10.8% | -16.0% | -8.6% |
| 3M | -9.4% | +19.5% | -28.8% | -15.4% |
| 6M | +10.4% | +21.6% | -11.2% | +1.2% |
| YTD | +48.6% | +55.8% | -7.2% | +22.9% |
| 1Y | +68.0% | +54.6% | +13.4% | +38.8% |
| 3Y | +204.7% | +36.6% | +168.1% | +159.6% |
| 5Y | +451.9% | +160.6% | +291.3% | +276.2% |
| All | +451.9% | +165.6% | +286.3% | +276.2% |
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