+139.5%
XLP vs XOP
+53.9%
+85.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.3% |
| 7D | +2.5% | +6.3% | -3.8% | +1.9% |
| 30D | +7.3% | -6.6% | +13.9% | +8.0% |
| 3M | +8.1% | +3.6% | +4.5% | +7.5% |
| 6M | +10.5% | +10.8% | -0.3% | +8.9% |
| YTD | +21.2% | +48.3% | -27.1% | +15.3% |
| 1Y | +22.7% | +42.9% | -20.2% | +17.2% |
| 3Y | +44.8% | +43.3% | +1.5% | +36.9% |
| 5Y | +44.7% | +94.0% | -49.2% | +30.0% |
| All | +139.5% | +53.9% | +85.7% | +96.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling