-81.1%
PYPL vs XOP
+156.8%
-238.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.7% | -4.9% | -3.7% |
| 7D | +1.7% | +0.6% | +1.1% | +1.5% |
| 30D | -9.7% | +16.5% | -26.3% | -13.9% |
| 3M | +29.2% | +15.7% | +13.5% | +23.1% |
| 6M | +13.9% | +19.2% | -5.3% | +6.6% |
| YTD | -8.1% | +55.0% | -63.1% | -21.8% |
| 1Y | -21.4% | +54.2% | -75.6% | -33.3% |
| 3Y | -11.8% | +35.9% | -47.7% | -23.5% |
| 5Y | -81.1% | +162.4% | -243.6% | -86.5% |
| All | -81.1% | +156.8% | -238.0% | -86.5% |
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