+56.9%
XOP vs AHR
+356.1%
-299.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.2% |
| 7D | +2.6% | -2.1% | +4.7% | +2.8% |
| 30D | +9.6% | +1.9% | +7.7% | +9.4% |
| 3M | +20.4% | +15.7% | +4.7% | +18.4% |
| 6M | +19.9% | +2.5% | +17.4% | +19.5% |
| YTD | +56.4% | +15.0% | +41.4% | +52.6% |
| 1Y | +52.4% | +28.1% | +24.3% | +45.7% |
| All | +56.9% | +356.1% | -299.2% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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