+63.3%
PYPL vs XOP
+29.6%
+33.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.5% |
| 7D | +0.1% | +6.3% | -6.3% | -1.4% |
| 30D | +5.7% | -6.6% | +12.3% | +7.1% |
| 3M | -1.9% | +3.6% | -5.5% | -3.2% |
| 6M | +31.8% | +10.8% | +21.1% | +27.4% |
| YTD | +2.4% | +48.3% | -45.8% | -8.9% |
| 1Y | -8.2% | +42.9% | -51.2% | -17.8% |
| 3Y | +10.2% | +43.3% | -33.1% | -2.3% |
| 5Y | -71.2% | +94.0% | -165.2% | -76.7% |
| 10Y | +49.6% | +53.7% | -4.2% | +10.4% |
| All | +63.3% | +29.6% | +33.7% | +17.6% |
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