+54.8%
XOP vs AA
+123.1%
-68.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.8% | +5.0% | +2.1% |
| 7D | +1.6% | -5.4% | +7.0% | +3.7% |
| 30D | +9.6% | -10.7% | +20.3% | +13.9% |
| 3M | +16.9% | -26.2% | +43.1% | +29.4% |
| 6M | +24.0% | -20.9% | +45.0% | +29.9% |
| YTD | +56.2% | -8.6% | +64.8% | +51.9% |
| 1Y | +51.8% | +57.4% | -5.6% | +15.3% |
| 3Y | +37.0% | +77.8% | -40.8% | -11.0% |
| 5Y | +163.4% | +2.7% | +160.7% | +92.3% |
| All | +54.8% | +123.1% | -68.2% | -42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AA 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling