+51.4%
PYPL vs XOP
+33.2%
+18.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.8% |
| 7D | +2.7% | +2.6% | +0.1% | +2.0% |
| 30D | -4.9% | +15.4% | -20.3% | -8.3% |
| 3M | +28.9% | +12.1% | +16.8% | +24.8% |
| 6M | +18.2% | +19.7% | -1.4% | +12.0% |
| YTD | -5.0% | +52.4% | -57.4% | -15.8% |
| 1Y | -18.8% | +47.6% | -66.4% | -27.6% |
| 3Y | -12.6% | +34.4% | -46.9% | -21.0% |
| 5Y | -80.8% | +154.4% | -235.2% | -85.3% |
| 10Y | +49.9% | +54.7% | -4.8% | +10.7% |
| All | +51.4% | +33.2% | +18.2% | +8.7% |
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