+123.9%
SBUX vs XOP
+58.6%
+65.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -5.5% | +2.6% | -8.1% | -6.1% |
| 30D | -8.5% | +9.6% | -18.1% | -10.4% |
| 3M | -2.9% | +20.4% | -23.3% | -7.2% |
| 6M | -1.5% | +19.9% | -21.4% | -6.3% |
| YTD | +19.4% | +56.4% | -37.0% | +6.4% |
| 1Y | +22.9% | +52.4% | -29.5% | +9.9% |
| 3Y | +11.3% | +39.9% | -28.6% | +0.4% |
| 5Y | -6.9% | +163.7% | -170.6% | -29.2% |
| All | +123.9% | +58.6% | +65.3% | +47.3% |
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