+50.3%
XOP vs AMC
-98.8%
+149.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +4.0% | +1.8% |
| 7D | +5.2% | +8.4% | -3.3% | +4.8% |
| 30D | -8.4% | +9.2% | -17.5% | -8.8% |
| 3M | +2.9% | +32.0% | -29.1% | +1.3% |
| 6M | +8.8% | +149.3% | -140.4% | +2.9% |
| YTD | +46.9% | +114.1% | -67.2% | +39.2% |
| 1Y | +41.5% | +35.8% | +5.7% | +37.0% |
| 3Y | +43.1% | -58.3% | +101.4% | +42.2% |
| 5Y | +92.2% | -99.2% | +191.4% | +116.6% |
| All | +50.3% | -98.8% | +149.0% | +31.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling