+46.2%
TSLA vs XOP
+165.6%
-119.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.3% |
| 7D | +3.0% | +1.0% | +2.1% | +2.6% |
| 30D | +11.2% | +10.8% | +0.3% | +6.6% |
| 3M | -7.3% | +19.5% | -26.7% | -14.4% |
| 6M | -7.7% | +21.6% | -29.3% | -17.0% |
| YTD | -18.2% | +55.8% | -74.0% | -35.0% |
| 1Y | +6.0% | +54.6% | -48.6% | -15.7% |
| 3Y | +48.0% | +36.6% | +11.4% | +21.3% |
| 5Y | +46.2% | +160.6% | -114.5% | -9.5% |
| All | +46.2% | +165.6% | -119.4% | -9.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling