+45.3%
XOP vs AMC
+38.0%
+7.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +7.3% | -13.7% | -5.9% |
| 7D | -10.5% | +17.7% | -28.2% | -9.6% |
| 30D | -4.3% | +26.2% | -30.5% | -2.9% |
| 3M | +4.7% | +31.3% | -26.7% | +6.7% |
| 6M | -0.1% | +142.8% | -142.8% | +6.3% |
| YTD | +43.8% | +125.6% | -81.8% | +54.1% |
| 1Y | +45.3% | +40.2% | +5.0% | +62.0% |
| All | +45.3% | +38.0% | +7.2% | +62.0% |
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