+22.9%
SBUX vs XOP
+53.5%
-30.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -5.5% | +2.6% | -8.1% | -5.5% |
| 30D | -8.5% | +9.6% | -18.1% | -8.4% |
| 3M | -2.9% | +20.4% | -23.3% | -2.8% |
| 6M | -1.5% | +19.9% | -21.4% | -2.3% |
| YTD | +19.4% | +56.4% | -37.0% | +16.0% |
| 1Y | +22.9% | +52.4% | -29.5% | +19.8% |
| All | +22.9% | +53.5% | -30.5% | +19.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling