+670.7%
SBUX vs XOP
+86.0%
+584.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.0% | -2.8% |
| 7D | -3.9% | +0.6% | -4.5% | -4.1% |
| 30D | -2.8% | +16.5% | -19.4% | -7.2% |
| 3M | +8.2% | +15.7% | -7.5% | +3.2% |
| 6M | +4.3% | +19.2% | -15.0% | -2.0% |
| YTD | +23.3% | +55.0% | -31.6% | +7.0% |
| 1Y | +24.3% | +54.2% | -29.9% | +7.5% |
| 3Y | +15.5% | +35.9% | -20.4% | +2.4% |
| 5Y | -2.7% | +162.4% | -165.1% | -32.0% |
| 10Y | +128.8% | +50.2% | +78.7% | +62.6% |
| All | +670.7% | +86.0% | +584.7% | +277.1% |
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 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