+635.3%
STX vs XOP
+37.1%
+598.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.1% |
| 7D | -17.3% | -8.4% | -8.9% | -15.2% |
| 30D | -35.9% | -8.4% | -27.6% | -34.4% |
| 3M | -37.3% | +0.2% | -37.5% | -37.5% |
| 6M | -35.8% | +7.2% | -43.0% | -37.3% |
| YTD | +82.7% | +40.8% | +41.9% | +57.4% |
| 1Y | +71.6% | +36.3% | +35.3% | +49.6% |
| 3Y | +635.3% | +37.2% | +598.1% | +522.7% |
| All | +635.3% | +37.1% | +598.1% | +522.7% |
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