+10.6%
PYPL vs XOP
+40.2%
-29.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | +0.7% |
| 7D | -1.2% | +0.5% | -1.7% | -1.3% |
| 30D | +6.1% | -7.3% | +13.4% | +7.4% |
| 3M | +1.1% | +1.4% | -0.3% | 0.0% |
| 6M | +32.7% | +7.8% | +25.0% | +28.8% |
| YTD | +2.8% | +44.5% | -41.7% | -11.3% |
| 1Y | -10.8% | +37.0% | -47.8% | -21.4% |
| All | +10.6% | +40.2% | -29.6% | -6.0% |
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 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