+92.2%
XOP vs ACWI
+60.2%
+32.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.1% |
| 7D | +5.2% | +2.7% | +2.5% | +2.9% |
| 30D | -8.4% | -2.6% | -5.8% | -6.6% |
| 3M | +2.9% | -3.2% | +6.1% | +5.2% |
| 6M | +8.8% | +1.9% | +7.0% | +5.6% |
| YTD | +46.9% | +11.3% | +35.6% | +29.0% |
| 1Y | +41.5% | +11.7% | +29.8% | +23.7% |
| 3Y | +43.1% | +74.4% | -31.3% | -22.2% |
| 5Y | +92.2% | +59.5% | +32.7% | +21.4% |
| All | +92.2% | +60.2% | +32.0% | +21.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling