+8,239.4%
STX vs XOP
+82.9%
+8,156.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.8% | +7.2% | +6.7% |
| 7D | +2.4% | +2.6% | -0.2% | +1.3% |
| 30D | +1.4% | +15.4% | -14.1% | -4.5% |
| 3M | -8.2% | +12.1% | -20.3% | -12.7% |
| 6M | +127.0% | +19.7% | +107.3% | +107.9% |
| YTD | +209.1% | +52.4% | +156.8% | +154.7% |
| 1Y | +365.4% | +47.6% | +317.9% | +286.5% |
| 3Y | +1,135.4% | +34.4% | +1,101.0% | +948.6% |
| 5Y | +991.5% | +154.4% | +837.1% | +579.9% |
| 10Y | +3,695.8% | +54.7% | +3,641.1% | +2,372.9% |
| All | +8,239.4% | +82.9% | +8,156.4% | +4,063.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling