+452.3%
XOM vs XOP
+86.0%
+366.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -0.9% | -0.1% |
| 7D | -2.4% | +0.6% | -3.0% | -2.7% |
| 30D | +5.7% | +16.5% | -10.9% | -2.4% |
| 3M | +6.6% | +15.7% | -9.2% | -1.3% |
| 6M | +7.7% | +19.2% | -11.5% | -1.7% |
| YTD | +36.2% | +55.0% | -18.8% | +8.5% |
| 1Y | +50.5% | +54.2% | -3.7% | +20.0% |
| 3Y | +53.4% | +35.9% | +17.5% | +29.0% |
| 5Y | +254.2% | +162.4% | +91.8% | +111.9% |
| 10Y | +177.9% | +50.2% | +127.7% | +89.4% |
| All | +452.3% | +86.0% | +366.3% | +150.1% |
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