+252.8%
SPOT vs XOP
+70.9%
+181.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.6% | +0.7% |
| 7D | -3.1% | +2.6% | -5.7% | -3.6% |
| 30D | +7.4% | +9.6% | -2.2% | +5.3% |
| 3M | +8.2% | +20.4% | -12.2% | +3.8% |
| 6M | +2.2% | +19.9% | -17.7% | -2.3% |
| YTD | -9.5% | +56.4% | -65.9% | -18.5% |
| 1Y | -23.8% | +52.4% | -76.3% | -31.3% |
| 3Y | +233.5% | +39.9% | +193.6% | +201.9% |
| 5Y | +112.2% | +163.7% | -51.5% | +66.3% |
| All | +252.8% | +70.9% | +181.9% | +235.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling