+52.3%
XOP vs AEM
+30.1%
+22.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.9% | +3.1% | 0.0% |
| 7D | +1.6% | -5.0% | +6.7% | +1.2% |
| 30D | +9.6% | +8.5% | +1.1% | +10.4% |
| 3M | +16.9% | +29.3% | -12.3% | +20.0% |
| 6M | +24.0% | -12.9% | +37.0% | +26.4% |
| YTD | +56.2% | +16.8% | +39.4% | +55.3% |
| All | +52.3% | +30.1% | +22.1% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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