+47.6%
XOP vs ACWI
+23.6%
+24.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.9% |
| 7D | +2.6% | +0.5% | +2.1% | +2.8% |
| 30D | +15.4% | +0.9% | +14.6% | +15.8% |
| 3M | +12.1% | +2.4% | +9.7% | +13.4% |
| 6M | +19.7% | +12.4% | +7.3% | +26.2% |
| YTD | +52.4% | +15.2% | +37.2% | +56.9% |
| 1Y | +47.6% | +22.7% | +24.8% | +54.8% |
| All | +47.6% | +23.6% | +24.0% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling