+3,846.4%
PWR vs XOP
+78.0%
+3,768.4%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.1% |
| 7D | +11.3% | +6.3% | +5.0% | +7.9% |
| 30D | -8.9% | -6.6% | -2.3% | -5.5% |
| 3M | -10.5% | +3.6% | -14.1% | -12.2% |
| 6M | -22.2% | +10.8% | -32.9% | -26.9% |
| YTD | +42.7% | +48.3% | -5.5% | +13.7% |
| 1Y | +41.1% | +42.9% | -1.8% | +14.3% |
| 3Y | +242.7% | +43.3% | +199.4% | +170.1% |
| 5Y | +418.5% | +94.0% | +324.6% | +230.4% |
| 10Y | +1,855.0% | +53.7% | +1,801.2% | +1,053.0% |
| All | +3,846.4% | +78.0% | +3,768.4% | +1,510.0% |
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