+47.6%
XOP vs AMC
-2.6%
+50.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.3% | -5.2% | -0.6% |
| 7D | +2.6% | +2.3% | +0.2% | +2.7% |
| 30D | +15.4% | -0.7% | +16.2% | +15.5% |
| 3M | +12.1% | +35.2% | -23.1% | +14.7% |
| 6M | +19.7% | +124.6% | -104.9% | +27.0% |
| YTD | +52.4% | +69.9% | -17.5% | +60.3% |
| 1Y | +47.6% | -2.6% | +50.1% | +47.2% |
| All | +47.6% | -2.6% | +50.1% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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