+54.2%
XOP vs AMC
-6.9%
+61.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.4% | +5.1% | +1.5% |
| 7D | +0.6% | -0.8% | +1.4% | +0.6% |
| 30D | +16.5% | -1.2% | +17.7% | +16.6% |
| 3M | +15.7% | +42.2% | -26.5% | +18.7% |
| 6M | +19.2% | +118.8% | -99.6% | +26.0% |
| YTD | +55.0% | +64.1% | -9.1% | +62.6% |
| 1Y | +54.2% | -9.5% | +63.7% | +51.7% |
| All | +54.2% | -6.9% | +61.1% | +51.7% |
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