-22.9%
SPOT vs XOP
+49.8%
-72.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.3% | -3.2% |
| 7D | -0.9% | +2.6% | -3.5% | -0.8% |
| 30D | +12.5% | +15.4% | -3.0% | +12.9% |
| 3M | +9.9% | +12.1% | -2.2% | +10.1% |
| 6M | +1.6% | +19.7% | -18.1% | +1.3% |
| YTD | -6.6% | +52.4% | -59.0% | -5.2% |
| 1Y | -22.9% | +47.6% | -70.5% | -22.4% |
| All | -22.9% | +49.8% | -72.7% | -22.4% |
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