+1,383.2%
STX vs XOP
+36.7%
+1,346.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.7% | +4.8% | +6.1% |
| 7D | +10.7% | +0.6% | +10.1% | +10.6% |
| 30D | +11.3% | +16.5% | -5.3% | +6.9% |
| 3M | +3.2% | +15.7% | -12.5% | -0.6% |
| 6M | +157.0% | +19.2% | +137.8% | +142.2% |
| YTD | +229.2% | +55.0% | +174.3% | +180.4% |
| 1Y | +381.8% | +54.2% | +327.7% | +308.7% |
| 3Y | +1,383.2% | +35.9% | +1,347.3% | +1,134.4% |
| All | +1,383.2% | +36.7% | +1,346.5% | +1,134.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling