+87.6%
SMH vs XOP
+53.5%
+34.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.3% | +1.5% |
| 7D | +0.3% | +2.6% | -2.4% | +0.7% |
| 30D | -2.8% | +9.6% | -12.4% | -1.5% |
| 3M | -6.7% | +20.4% | -27.1% | -3.7% |
| 6M | +41.8% | +19.9% | +21.9% | +43.1% |
| YTD | +57.9% | +56.4% | +1.5% | +50.7% |
| 1Y | +87.6% | +52.4% | +35.2% | +81.0% |
| All | +87.6% | +53.5% | +34.2% | +81.0% |
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