+58.8%
XOM vs XOP
+35.8%
+23.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.7% | +1.9% |
| 7D | 0.0% | +1.0% | -0.9% | -0.6% |
| 30D | +3.4% | +10.8% | -7.4% | -3.2% |
| 3M | +11.0% | +19.5% | -8.5% | -1.2% |
| 6M | +10.6% | +21.6% | -11.0% | -2.6% |
| YTD | +39.2% | +55.8% | -16.6% | +4.8% |
| 1Y | +52.7% | +54.6% | -1.9% | +15.1% |
| All | +58.8% | +35.8% | +23.0% | +26.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling