+7.4%
XOP vs ACWI
+330.0%
-322.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.1% |
| 7D | -14.7% | -2.4% | -12.4% | -12.2% |
| 30D | -7.7% | -5.2% | -2.5% | -1.4% |
| 3M | +4.4% | -4.8% | +9.3% | +10.5% |
| 6M | +3.5% | -1.3% | +4.8% | +2.9% |
| YTD | +39.4% | +8.4% | +31.0% | +19.2% |
| 1Y | +39.8% | +11.0% | +28.8% | +15.5% |
| 3Y | +29.7% | +70.6% | -40.9% | -41.3% |
| 5Y | +78.6% | +55.3% | +23.3% | -8.7% |
| 10Y | +51.8% | +223.2% | -171.3% | -69.7% |
| All | +7.4% | +330.0% | -322.5% | -85.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling