+85.6%
XOP vs AEE
+375.2%
-289.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.1% |
| 7D | +0.6% | +1.3% | -0.7% | -0.1% |
| 30D | +16.5% | -1.2% | +17.8% | +17.2% |
| 3M | +15.7% | +1.0% | +14.7% | +14.5% |
| 6M | +19.2% | -2.3% | +21.5% | +19.5% |
| YTD | +55.0% | +9.1% | +45.8% | +45.2% |
| 1Y | +54.2% | +10.6% | +43.6% | +43.0% |
| 3Y | +35.9% | +48.5% | -12.6% | +2.6% |
| 5Y | +162.4% | +39.9% | +122.6% | +101.3% |
| 10Y | +50.2% | +185.7% | -135.5% | -39.3% |
| All | +85.6% | +375.2% | -289.6% | -60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AEE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling