+12.8%
SBUX vs XOP
+35.8%
-23.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -2.1% |
| 7D | -6.3% | +1.0% | -7.2% | -6.5% |
| 30D | -3.9% | +10.8% | -14.7% | -6.4% |
| 3M | +3.3% | +19.5% | -16.2% | -1.7% |
| 6M | +1.4% | +21.6% | -20.2% | -5.1% |
| YTD | +21.0% | +55.8% | -34.9% | +3.6% |
| 1Y | +22.4% | +54.6% | -32.2% | +4.5% |
| All | +12.8% | +35.8% | -23.0% | -4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling