+3,992.5%
PWR vs XOP
+82.9%
+3,909.6%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +1.1% |
| 7D | +3.6% | +2.6% | +1.0% | +2.3% |
| 30D | -8.6% | +15.4% | -24.0% | -15.1% |
| 3M | -13.2% | +12.1% | -25.2% | -18.6% |
| 6M | +9.9% | +19.7% | -9.8% | -1.8% |
| YTD | +48.0% | +52.4% | -4.4% | +16.5% |
| 1Y | +66.2% | +47.6% | +18.6% | +32.2% |
| 3Y | +195.1% | +34.4% | +160.7% | +140.6% |
| 5Y | +442.6% | +154.4% | +288.2% | +198.0% |
| 10Y | +2,334.2% | +54.7% | +2,279.6% | +1,331.5% |
| All | +3,992.5% | +82.9% | +3,909.6% | +1,549.1% |
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