-7.9%
SHW vs XOP
+49.8%
-57.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.3% | +0.1% |
| 7D | -3.2% | +2.6% | -5.8% | -2.3% |
| 30D | -9.5% | +15.4% | -25.0% | -4.5% |
| 3M | +11.5% | +12.1% | -0.6% | +17.2% |
| 6M | -3.5% | +19.7% | -23.2% | +1.3% |
| YTD | +3.7% | +52.4% | -48.7% | +8.1% |
| 1Y | -7.9% | +47.6% | -55.5% | -4.0% |
| All | -7.9% | +49.8% | -57.7% | -4.0% |
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