+42.6%
XOP vs ACWI
+226.8%
-184.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -3.0% |
| 7D | -10.0% | +0.3% | -10.4% | -10.7% |
| 30D | -9.1% | -2.8% | -6.2% | -6.3% |
| 3M | +5.1% | -3.2% | +8.2% | +8.3% |
| 6M | +6.4% | +1.3% | +5.1% | +2.4% |
| YTD | +39.7% | +11.2% | +28.5% | +16.4% |
| 1Y | +37.2% | +13.8% | +23.5% | +10.7% |
| 3Y | +37.6% | +76.2% | -38.6% | -39.8% |
| 5Y | +76.5% | +59.5% | +17.0% | -11.0% |
| 10Y | +42.6% | +222.2% | -179.6% | -71.5% |
| All | +42.6% | +226.8% | -184.2% | -71.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling