+44.0%
XOP vs AMC
-98.7%
+142.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.7% |
| 7D | -8.4% | +5.5% | -13.8% | -8.6% |
| 30D | -8.4% | +16.1% | -24.5% | -9.1% |
| 3M | +0.2% | +43.0% | -42.8% | -1.8% |
| 6M | +7.2% | +130.7% | -123.4% | +1.8% |
| YTD | +40.8% | +121.8% | -81.0% | +33.2% |
| 1Y | +36.3% | +40.7% | -4.4% | +31.7% |
| 3Y | +37.2% | -56.8% | +94.0% | +36.1% |
| 5Y | +86.6% | -99.1% | +185.7% | +109.6% |
| 10Y | +44.0% | -98.7% | +142.7% | +25.5% |
| All | +44.0% | -98.7% | +142.7% | +25.5% |
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