+35.2%
XOP vs AFRM
+235.6%
-200.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | -0.6% |
| 7D | +2.6% | -7.0% | +9.5% | +3.1% |
| 30D | +15.4% | -7.8% | +23.2% | +16.1% |
| 3M | +12.1% | +5.3% | +6.7% | +10.9% |
| 6M | +19.7% | +42.6% | -23.0% | +14.2% |
| YTD | +52.4% | -2.8% | +55.2% | +51.2% |
| 1Y | +47.6% | -19.3% | +66.9% | +48.6% |
| All | +35.2% | +235.6% | -200.4% | +10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling