+54.6%
XOP vs AG
+124.1%
-69.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | +0.6% |
| 7D | +1.0% | -0.1% | +1.1% | +1.0% |
| 30D | +10.8% | +12.5% | -1.6% | +11.1% |
| 3M | +19.5% | +28.2% | -8.7% | +20.2% |
| 6M | +21.6% | -18.8% | +40.4% | +23.5% |
| YTD | +55.8% | +27.4% | +28.5% | +53.9% |
| 1Y | +54.6% | +132.2% | -77.5% | +53.1% |
| All | +54.6% | +124.1% | -69.4% | +53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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