+85.6%
XOP vs AFL
+705.5%
-619.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +2.6% |
| 7D | +0.6% | -0.7% | +1.4% | +1.0% |
| 30D | +16.5% | -7.1% | +23.7% | +21.0% |
| 3M | +15.7% | +0.4% | +15.3% | +15.0% |
| 6M | +19.2% | +4.5% | +14.7% | +15.5% |
| YTD | +55.0% | +6.1% | +48.9% | +48.6% |
| 1Y | +54.2% | +10.6% | +43.6% | +44.2% |
| 3Y | +35.9% | +64.0% | -28.2% | +0.7% |
| 5Y | +162.4% | +133.7% | +28.7% | +60.6% |
| 10Y | +50.2% | +298.0% | -247.9% | -28.7% |
| All | +85.6% | +705.5% | -619.9% | -31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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