+47.6%
XOP vs AEIS
+93.3%
-45.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.2% | -0.8% |
| 7D | +2.6% | +3.0% | -0.4% | +2.7% |
| 30D | +15.4% | -14.6% | +30.1% | +14.8% |
| 3M | +12.1% | -12.4% | +24.5% | +11.9% |
| 6M | +19.7% | -15.0% | +34.6% | +19.2% |
| YTD | +52.4% | +34.3% | +18.1% | +47.5% |
| 1Y | +47.6% | +87.4% | -39.8% | +40.9% |
| All | +47.6% | +93.3% | -45.8% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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