+343.2%
XLE vs XOP
+82.9%
+260.2%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | 0.0% | -0.3% |
| 7D | +2.2% | +2.6% | -0.4% | +0.4% |
| 30D | +11.8% | +15.4% | -3.7% | +1.2% |
| 3M | +9.8% | +12.1% | -2.2% | +1.3% |
| 6M | +15.6% | +19.7% | -4.1% | +1.6% |
| YTD | +45.3% | +52.4% | -7.1% | +7.8% |
| 1Y | +48.3% | +47.6% | +0.8% | +12.2% |
| 3Y | +55.4% | +34.4% | +21.1% | +24.0% |
| 5Y | +216.1% | +154.4% | +61.7% | +58.6% |
| 10Y | +178.4% | +54.7% | +123.7% | +68.8% |
| All | +343.2% | +82.9% | +260.2% | +86.7% |
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 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