-28.4%
SYK vs XOP
+53.5%
-81.9%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-11 to 2026-09-11.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +1.9% | +2.1% |
| 7D | -9.1% | +2.6% | -11.7% | -8.8% |
| 30D | -20.6% | +9.6% | -30.2% | -19.8% |
| 3M | -9.6% | +20.4% | -30.0% | -8.0% |
| 6M | -19.9% | +19.9% | -39.8% | -18.4% |
| YTD | -21.2% | +56.4% | -77.6% | -19.8% |
| 1Y | -28.4% | +52.4% | -80.8% | -26.9% |
| All | -28.4% | +53.5% | -81.9% | -26.9% |
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 2025-09-11 to 2026-09-11: 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…
2025-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling