-11.8%
PYPL vs XOP
+36.7%
-48.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.7% | -4.9% | -3.6% |
| 7D | +1.7% | +0.6% | +1.1% | +1.6% |
| 30D | -9.7% | +16.5% | -26.3% | -13.1% |
| 3M | +29.2% | +15.7% | +13.5% | +24.3% |
| 6M | +13.9% | +19.2% | -5.3% | +7.6% |
| YTD | -8.1% | +55.0% | -63.1% | -21.2% |
| 1Y | -21.4% | +54.2% | -75.6% | -32.8% |
| 3Y | -11.8% | +35.9% | -47.7% | -25.2% |
| All | -11.8% | +36.7% | -48.5% | -25.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling