+56.2%
XOP vs ALL
+359.1%
-302.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.5% | +0.5% |
| 7D | +1.0% | -2.2% | +3.2% | +2.2% |
| 30D | +10.8% | -5.6% | +16.4% | +14.3% |
| 3M | +19.5% | +17.2% | +2.2% | +7.7% |
| 6M | +21.6% | +23.2% | -1.7% | +5.8% |
| YTD | +55.8% | +23.6% | +32.2% | +34.2% |
| 1Y | +54.6% | +29.2% | +25.5% | +28.9% |
| 3Y | +36.6% | +153.8% | -117.2% | -32.2% |
| 5Y | +160.6% | +116.1% | +44.6% | +38.5% |
| 10Y | +56.2% | +364.8% | -308.6% | -49.7% |
| All | +56.2% | +359.1% | -302.8% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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