+56.3%
XOP vs AHR
+357.7%
-301.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +0.7% |
| 7D | +1.0% | -4.3% | +5.3% | +1.3% |
| 30D | +10.8% | -3.1% | +13.9% | +11.1% |
| 3M | +19.5% | +15.7% | +3.8% | +17.5% |
| 6M | +21.6% | +4.1% | +17.5% | +20.9% |
| YTD | +55.8% | +15.4% | +40.4% | +52.0% |
| 1Y | +54.6% | +28.0% | +26.7% | +47.9% |
| All | +56.3% | +357.7% | -301.4% | +30.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling