+3,621.5%
STX vs XOP
+52.9%
+3,568.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.2% |
| 7D | +9.6% | +1.0% | +8.6% | +9.3% |
| 30D | +10.6% | +10.8% | -0.2% | +7.3% |
| 3M | +4.8% | +19.5% | -14.7% | -0.8% |
| 6M | +137.3% | +21.6% | +115.7% | +121.8% |
| YTD | +222.5% | +55.8% | +166.7% | +178.0% |
| 1Y | +366.2% | +54.6% | +311.6% | +301.4% |
| 3Y | +1,352.9% | +36.6% | +1,316.3% | +1,183.2% |
| 5Y | +1,077.4% | +160.6% | +916.8% | +746.9% |
| 10Y | +3,621.5% | +56.2% | +3,565.3% | +2,734.5% |
| All | +3,621.5% | +52.9% | +3,568.6% | +2,734.5% |
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