+1,450.1%
QLD vs XOP
+44.9%
+1,405.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.5% |
| 7D | -3.8% | -8.4% | +4.6% | -0.2% |
| 30D | -20.5% | -8.4% | -12.2% | -17.8% |
| 3M | -14.6% | +0.2% | -14.8% | -15.4% |
| 6M | -14.7% | +7.2% | -21.9% | -18.8% |
| YTD | +11.2% | +40.8% | -29.6% | -8.5% |
| 1Y | +7.1% | +36.3% | -29.2% | -10.7% |
| 3Y | +141.1% | +37.2% | +103.9% | +99.1% |
| 5Y | +84.3% | +86.6% | -2.3% | +30.3% |
| 10Y | +1,450.1% | +44.0% | +1,406.0% | +965.1% |
| All | +1,450.1% | +44.9% | +1,405.1% | +965.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling