+366.2%
STX vs XOP
+54.2%
+312.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.0% |
| 7D | +9.6% | +1.0% | +8.6% | +9.7% |
| 30D | +10.6% | +10.8% | -0.2% | +11.8% |
| 3M | +4.8% | +19.5% | -14.7% | +7.7% |
| 6M | +137.3% | +21.6% | +115.7% | +142.4% |
| YTD | +222.5% | +55.8% | +166.7% | +233.9% |
| 1Y | +366.2% | +54.6% | +311.6% | +389.6% |
| All | +366.2% | +54.2% | +312.1% | +389.6% |
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