+37.0%
XOP vs AFRM
-11.9%
+49.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.9% | -0.2% | +3.0% |
| 7D | +0.5% | -10.3% | +10.7% | -0.8% |
| 30D | -7.3% | -13.7% | +6.4% | -8.6% |
| 3M | +1.4% | -11.6% | +13.0% | +0.4% |
| 6M | +7.8% | +2.1% | +5.7% | +9.1% |
| YTD | +44.5% | -8.9% | +53.4% | +46.5% |
| 1Y | +37.0% | -9.7% | +46.8% | +41.7% |
| All | +37.0% | -11.9% | +49.0% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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