+56.2%
XOP vs ALB
+80.1%
-23.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.8% | +3.4% | +1.5% |
| 7D | +1.0% | -8.6% | +9.6% | +3.8% |
| 30D | +10.8% | -4.0% | +14.9% | +12.0% |
| 3M | +19.5% | -17.4% | +36.8% | +25.5% |
| 6M | +21.6% | -25.4% | +47.0% | +29.7% |
| YTD | +55.8% | -10.5% | +66.4% | +53.7% |
| 1Y | +54.6% | +75.8% | -21.2% | +17.8% |
| 3Y | +36.6% | -28.5% | +65.2% | +30.4% |
| 5Y | +160.6% | -45.1% | +205.8% | +157.2% |
| 10Y | +56.2% | +87.3% | -31.1% | -28.5% |
| All | +56.2% | +80.1% | -23.8% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 10y: compounded portfolio wealth divided by compounded ALB 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…
10y analysis · Full analysis span regression · 6 months rolling