+25.3%
U vs XOP
+40.4%
-15.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.6% | +1.7% |
| 7D | +2.8% | +5.2% | -2.3% | +4.9% |
| 30D | +7.6% | -8.4% | +16.0% | +5.3% |
| 3M | +12.7% | +2.9% | +9.7% | +14.6% |
| 6M | +87.0% | +8.8% | +78.1% | +94.8% |
| YTD | +13.6% | +46.9% | -33.3% | +33.1% |
| 1Y | +25.3% | +41.5% | -16.2% | +48.2% |
| All | +25.3% | +40.4% | -15.1% | +48.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling