+155.1%
XOP vs AMC
-99.4%
+254.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.3% | -5.2% | -1.0% |
| 7D | +2.6% | +2.3% | +0.2% | +2.5% |
| 30D | +15.4% | -0.7% | +16.2% | +15.4% |
| 3M | +12.1% | +35.2% | -23.1% | +9.8% |
| 6M | +19.7% | +124.6% | -104.9% | +13.8% |
| YTD | +52.4% | +69.9% | -17.5% | +46.7% |
| 1Y | +47.6% | -2.6% | +50.1% | +45.8% |
| 3Y | +34.4% | -79.8% | +114.1% | +40.1% |
| All | +155.1% | -99.4% | +254.5% | +241.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling